Right now I'm trying to make it so that when our sales reps update the call disposition in Zoom phone to "Contacted" it updates the Lead Status to "Working" instead of staying "New"
Process Builder doesn't work for this, at least not the ways I've tried. I got half way through building it but then couldn't get it to look at the Lead. Am I doing something wrong? Is there a better way?
3 réponses
@Rupesh
It looks like it logs calls on the lead itself in the activity. Clicking into the logged call (a Task) doesn't show the disposition of the call. It looks like there isn't any place for me to interact with it, and I'm not sure what it records disposition or even how to add disposition to the record.
