Update case status to email-only for support requests
Update case status to email-only for support requests
Your intake forms often miss channel preference, causing reps to call contacts who prefer text/email and wasting outreach time. It marks the case email-only so coordinators act on preferences same day.
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Overview
Stop wasting outreach on channels customers don't prefer and reduce avoidable callbacks. This flow updates case records with declared contact preferences within minutes, so coordinators can route and prioritize non-phone cases same day.