Update customer marketing profile and clear open estimate
Update customer marketing profile and clear open estimate
Your sold estimates linger in the open-estimate list, causing duplicate outreach and poor campaign targeting. It clears the entry and updates the customer profile so teams have accurate lists same day.
Overview
Leftover sold estimates create noisy lists and cause duplicate outreach that frustrates customers and wastes campaign spend. This flow clears the open-estimate entry and updates the customer profile so account managers and campaign teams have accurate audiences same day.