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Log a call outcome

One tap for what happened, a follow-up that is already filled in, an optional note and the questions your team defined. Ten seconds, every call.

3분AndroidiPhone웹상담원
이 안내서 보기튜토리얼 3/20
재생을 누를 때에만 플레이어가 YouTube에서 불러와집니다.
  1. 1

    The prompt appears when the call ends

    On Android the Call outcome screen opens by itself after a call on the work SIM when Show over other apps is allowed; otherwise a notification — “Call with … ended” — opens it with one tap. On iPhone it opens when you return to the app. On the web, open the lead and choose Log call outcome. Calls still waiting for an outcome are counted on the Recent calls card on Home until they are done.

    Call outcome screen with outcome tiles grouped into connected and not connected
    Call outcome on Android
  2. 2

    Pick the outcome

    Outcomes appear as tiles in the groups your admin set up — for example Connected and Not connected. Tap one and it gets a tick. The follow-up below fills in from that outcome’s default, and the stage the lead moves to, if any, is shown under it.

  3. 3

    Adjust the follow-up and add a note

    If the customer said “call after 6”, tap the follow-up and pick the time; presets cover in 1 hour, 3 hours, tomorrow 10:00, 3 days and next week. Notes are one line for the next caller: what was discussed, objections, next steps.

  4. 4

    Answer the questions

    Questions your admin attached to this outcome appear last — a choice list, a yes/no switch, a 1–5 rating, a number or a short text. Required ones are marked with an asterisk. Save.

    1. Call ends
    2. Outcome
      grouped chips
    3. Follow-up
      pre-filled
    4. Note + questions
    5. Saved & synced
      works offline
    The ten-second loop
  5. 5

    What happens next

    The lead’s attempt count goes up, its stage moves if the outcome says so, the follow-up appears in Follow-ups and as a reminder on your phone, and the call shows in the manager’s view with its outcome. If you are offline, everything is stored on the phone and synced when the connection returns — without duplicates.

  6. 6

    Mandatory feedback

    Your admin chooses Remind (the default), Block the next call until the outcome is saved, or Optional. When it is Block, the outcome screen stays until it is completed.

완료하면 얻는 것

  • Every captured call has an outcome, a follow-up and a note
  • Stages and attempts update themselves
  • Managers see real outcomes, not self-reports

관련 항목

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관련 가이드

Sales agent on a call from her mobile in an open-plan officeStart calling from the queueThe queue hands you the next lead — the one most worth calling right now, by its lead score — with the script beside the Call button.4분AndroidiPhone상담원Agent checking follow-up reminders on her phone at her deskFollow-ups and remindersEvery promised callback in one list — overdue in red, today, the next seven days — with reminders on the phone at the right time.3분AndroidiPhone웹상담원Two colleagues sketching a sales pipeline on a whiteboardSet up your pipeline, call outcomes and fieldsStages describe where a lead is; outcomes describe what happened on a call and what should happen next. Get these right and the app does the paperwork.10분웹소유자 / 관리자

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