Update contact record when MNDA is signed for campaigns
Update contact record when MNDA is signed for campaigns
Your signed MNDA PDFs aren't linked to contacts, leaving campaign teams unsure which prospects are cleared for outreach. Contacts show signed status so managers get accurate lists same day.
Overview
Signed agreements should surface on contact records so campaign managers know who is cleared for outreach. This flow marks contacts as MNDA-signed and surfaces the finished document, delivering accurate outreach lists the same day.