Client
QA Required
QA Last Confirmed
Link To Automation
Confirmed
Parent item
Purpose
When the field consultation status is changed to any value that means the client is not retained then trigger the Collect Consult feedback campaign to get feedback from the client
Type
Airtable
Sub-item
Tools Used
Trigger
Version
Trigger
- Consultation Status field changed to a value that is not
Retained
Actions
- Update leadβs last action to
Collect Consult Feedback
How to check
- Go to Automation History, confirm there are recent run (within the past few days)
- Find a recent run that had their record updated, go to the record and view Conversation History to confirm that Campaign to collect consult feedback sent to the user