Hi all,
I am having some issues trying to automate the “status” field based on the value selected for “call outcome”. Our organization wants to have a 1:1 relationship between the two fields, so “call outcome” and "status" will always be the same.
My confusion comes from the fact that “call outcome” isn't a lead field, but a communication channel field. Any help on how this would work is much appreciated. Thank you so much.
-Nick
Hi Nicholas!
Could you share some more information about which status field you're referencing? I'm also interested in the way that you're trying to automate this process, so that I can understand the issues you're running into. Please share as many details as possible!
The Status field for a lead. So after a call is made through zendesk, our inside sales team chooses a “call outcome”. Call outcome matches status 1:1, so I want the value thats chosen for “call outcome” to trigger a change in the lead “status”. Hopefully that makes sense
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