I have the following Things:
Contact : People
Interactions : When a user interacts with a contact, such as recording a phone call message
I have a field on the Contact thing, which is the “Outreach Status”, basically, it tracks whether a user has engaged with the Contact. If no, the field is “not engaged”, if yes, the field is “engaged”.
When I record a new Interaction, I can add specific Contacts to that interaction.
I need a workflow which will update the Contact’s Outreach Status field to say “engaged”, if that Contact was recorded on a new interaction. Simply put, if I record an interaction with a contact, I need the field to say, yes we’ve engaged with this contact.