Our guys are calling customers first & genius is firing right after since a text or video was not fulfilled. Call should fufill this touch point and not trigger genius

Thanks for flagging this, Cory Wilhelm — totally makes sense to want the “prevent same-day contact” rule to apply to phone calls too. Just to make sure we’re scoping it the right way: in your workflow, are these calls being placed by your team from within DriveCentric, or are they inbound customer calls that get logged as activities? And when the rule would kick in, what behavior are you expecting for calls (block the call action entirely, show a warning, or just keep calls from being suggested by Genius)? Lastly, should a phone call count as a “contact” that prevents other outreach the same day, and/or should other outreach (email/text/etc.) also prevent a phone call that day?