Call outcomes that book the next follow-up
One tap after a call books the callback and moves the lead. Plus post-call feedback questions.
재생을 누를 때에만 플레이어가 YouTube에서 불러와집니다.
Step by step
After this video your callers can save what happened on a call in one tap, and the next follow-up, the stage change and the timeline entry happen without anyone typing them.
- 1
Open Setup → Call outcomes
Call outcomes are what agents pick after each call. Add outcome, name it and choose its Group, such as Interested, Call back or Not connected. Tick Connected only for outcomes that mean a real conversation happened.
- 2
Book the next follow-up
Follow-up after (minutes) books the next callback automatically: 60 is one hour, 1440 is the next day, and an empty box means no automatic follow-up. The agent can still change the time on the call.
- 3
Move the lead to a stage
Move to stage picks where the lead goes when this outcome is saved, or Keep current stage. This is how one tap after a call keeps the pipeline up to date.
- 4
See what one tap does
When an agent saves an outcome, the lead’s attempt count goes up, the next follow-up is set from the default unless the agent changed it, the stage moves if the outcome says so, and the timeline records the call with its duration and note.
- 5
Add post-call questions
Setup → Call outcomes → Post-call feedback. Questions for every call are asked after each outcome; extra questions for one outcome are asked only when it is chosen, such as budget after Interested. A question can be Text, Number, Choice, Yes / no or Rating 1–5.
- 6
Decide whether feedback is mandatory
Mandatory feedback has three settings: Remind, where agents are reminded but can continue; Block next call, where the next call cannot start until feedback is saved; and Optional. It applies in the mobile app and on the web.
- 7
What the caller sees
On Android the Call outcome screen opens when a call on the work SIM ends; on iPhone it opens when you return to the app. Outcomes appear as tiles in their groups, the follow-up fills in from the default, and only a time in the future can be saved.
Tips
- Give No answer a 180-minute default so the retry happens the same day, and Send details a 60-minute default so the promise is kept.
- Keep Requested no contact in the list even if you rename the others: saving it stops further calls to that lead.
- An outcome already used on leads is archived instead of deleted, so old calls keep their history.
Read the full guide
The written guide covers the same screens, with every setting explained, so you can follow along at your own pace.
- Set 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.
- Log a call outcomeOne 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.
- Call loggingHow incoming, outgoing and missed calls are logged to the lead
More from 1부 — 설정하기
- 1Read your dashboard like a manager3:22
- 2Build your pipeline3:17
- 4Custom fields, call scripts and message templates3:22
- 5Roles and seats explained2:47
- 6Import leads from Excel or CSV2:45
- 7Assign, reassign and reset lead lists2:54
- 8How your agents work a lead2:27
- 9Follow-ups, live board and attendance4:30
- 10Reports and billing4:35
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