Update client status and enroll in alumni list
Update client status and enroll in alumni list
Client records showing active subscriptions after offboarding cause mis-sent emails and coordinator confusion. The workflow updates statuses and tags so you enroll alumni into correct lists same day.
Overview
Stop manual offboarding and accidental active-sequence sends by making client status changes authoritative. This flow updates CRM fields, swaps marketing tags, and enrolls alumni so outreach is correct and happens same day.