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Action Plan - allow action steps in campaigns to auto update contacts tags/lists

It would be useful to allow other automated action steps that function within the CRM. For example, once a contact goes through an entire drip campaign of emails/texts/tasks, I would want to have an automated last step to update/remove a tag/list from that contact. Such as setting an action item to automatically remove the contact from its "new leads" tag and add a "no response" or "dead lead" tag as the last step in a campaign for new leads. 

  • Brooke Hartman
  • Dec 31 2019
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