Recording the result of a phone call with a prospect is crucial for determining the next step of your sales cycle with them. Set up your list of call outcomes so that you can quickly record how a prospect call went. You can rename, add or remove outcomes to best match your team process.
Note: You must be an Admin to define call outcomes.
- Click the user menu, and click Settings.
- Click Dialer.
- Click Outcomes.
You can edit or delete the default outcomes by clicking the options icon next to the outcome.
Add an outcome
To add an outcome:
- Click Add Outcome.
- Type a Name that describes the outcome.
- Select whether the outcome means the call was Answered or Not Answered.
- Click Save.
While adding or editing an Outcome you can enable whether it's a Positive Outcome or Voicemail.
If you select it as a positive outcome and in sequence settings 'on reply finish the sequence to the prospect' setting is turned on then whenever that call outcome is given for a prospect for a call step then that sequence will be finished for that prospect .
Based on the action taken that selected outcome will be counted after logging the call.
You can see the stats in Reports→ Overview Section → Call Stats