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  4. Set Contact Owner to Most Recent Call Note Owner

Set Contact Owner to Most Recent Call Note Owner

When your reps are calling Contacts, there might be cases where they need to automatically set themselves a Contact’s owner, even if that Contact is already owned by someone else. We have a utility that can do that.

  • REMEMBER: a Contact’s owner and the Call Note owner for Call Notes on that Contact are not necessarily the same user.

For a given Contact record, the utility sets the Call Note owner for the most recent inbound or outbound Call Note as the Contact’s owner.

You’ll need to setup a campaign that runs an HTTP POST configured as follows:

POST URLhttp://turbodial.biz/tf/Utilities/SetContactOwner.php

Name / Value Pairs:
contactId~Contact.Id~
keyyour turboDial account encrypted key

Below is an example of a working HTTP POST setup to use this utility:

Once done, you need a way to have contacts automatically added to the sequence that runs the HTTP POST: You need an entry point to the sequence.

Common ways to do that are by using Call Outcome Automation or tags. After you’ve setup an entry point into the sequence, publish the campaign then test.

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