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People list

Gift team

The people list (roster) is how gift teams own recipients before and during fulfillment — not only after tracking exists.

Why it matters

  • Hand off clean contact data to the store when orders are created
  • Keep follow-up ownership with B, not endless “ask the shop again”
  • Support repeating programs with history in the workspace

Typical actions

  • Import / add contacts for a campaign
  • Review handoff state
  • Open desk rows for people already on shipments

Store fulfills. Gift team owns the follow-up.