New template for Workflow Builder
I'd like to suggest a feature that would help us manage missed calls and unanswered SMS more efficiently.
Missed Calls: Have a dedicated list of all missed calls that still need follow-up. Once someone calls the customer back and the call is answered, the number should automatically be removed from the pending list. This way, we know the customer has been contacted without manually updating the status.
Unanswered SMS: Similarly, have a list of incoming text messages that haven't received a reply. Once someone responds, the conversation should automatically disappear from the pending list.
Ideally, both lists would update automatically based on call and SMS activity, so the team can quickly see who still needs attention without manually tracking follow-ups.
This would help prevent missed leads, improve response times, and ensure no customer inquiries are overlooked.