Here is the scenario.
Several hundred customers cards decline nightly and a team has to reach out and call all of these customers daily.
I was thinking a good way of doing this was with a workflow that would create a phone call based off of the automated account status change. I could have a wait in the workflow and if the status changes again back to active and if the phone call is still pending to delete the activity.
This way if they haven't been called yet but the customer already updated their card they will be off the list and not get a phone call.
The problem is when I create the workflow and create a call I can't figure out how to not set the Call From or to set it to a team.
The call to option also is requiring me to pick a particular customer, I can't seem to set this dynamic.
I would love to not set the Sender or set it to a Team.
I would love to set the recipient to the Account that is updated.


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