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Dear all,
I feel like I am missing something with campaign activities. I want to assign phone calls to all leads in a marketing list of an activity.
However, the overview does not show essential information such as lead name and the company that lead belongs to. Also, in the phone call activity itself, the "regarding" field references to the campaign activity and not to the lead, so in the general overview of all activities, you can not display essential information for the phone call such as name of the person or the company name. There must be another way to set this up right?
Hi,
You can map the customer’s name to the Description field via Power Automate.
Please refer to my steps below:
1. Set “When a row is added” as a trigger.
2. Filter out this new row and “ToRecipient”.
3. Map the customer’s name to the Description field.
Description:
@{items('Apply_to_each')?['_partyid_value@OData.Community.Display.V1.FormattedValue']}
4. View results
Create phone call from marketing List(“Case0913” and “PhoneCall2” were created before running flow).
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