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Managing Contacts Through Workflows

Move and manage contacts through stages using Customer Journeys and Automations.

You can move contacts through stages and automate outreach as they progress.

Who: School Admins · Where: Customer Journeys · Engagement › Automations

Managing contacts by stage is now handled in Customer Journeys (which replaced the older Workflows & Stages area). Use it to define stages and move contacts through them, and use Automations to trigger SMS/email automatically at key moments. See "Customer Journey AI: Overview" and "Automations — Getting Started."

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