Contact Management Workflow

September 2022 edited January 2023 in Workflow Best Practices

Approximate time to build in Catalyst: 30 minutes

Goal of building this workflow in Catalyst

Track main points of contact on accounts
Contacts are kept up to date throughout the relationship
Proactively identify risk if main points of contact are not engaged

Build templates

Fields: Account, Contact, Note
Templates: Note
Segments:

Tagged:

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