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Customer experience | Sales, Customer Insights,...
Answered

phone call acitvity

Posted on by 2

Hi!

We created a customer journey with an segment and a phone call activity. The activity will be appended to the contacts owner. However within the created phone call activity the field "Call from" is set with another owner (which we selected for creating the phone call activity template). We want that the "call from" field has the same owner, as the owner of the contact.

And another question. How is the due date determined through the acitivity template since we cant select an end date. But when the acitivity is appended to the contacts owner there is an due date that shows up.

Thanks

  • Verified answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: phone call acitvity

    Hi,

    You can try to create a workflow to change the "Call from" field with the Owner of the record when it is created.

    pastedimage1644917232945v1.png

    For the 2nd question, there is no "end date" field in the "Phone-call activity marketing template" entity.

    So you cannot find it until a record of "Phone Call" is created in Customer Journey.

    They are two different entities.

    pastedimage1644917422477v2.png

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