Update company record with physical mail delivery status

Physical tenant mailings lack CRM flags, leaving campaign managers unable to segment by mail status. It updates company records as mail-delivered so ops can segment and follow up same day.

Update company record with physical mail delivery status

Overview

If physical mail isn't recorded in CRM, segmentation and follow-up get fragmented and campaign performance suffers. This workflow writes mail-delivery status to company records so marketing ops and campaign managers can run targeted outreach and follow up same day.

Update company record with physical mail delivery status