How to customize call results options

Focus your follow-ups and call reporting by customizing the conversation results to suit your sales process.

Open a contact → click + Call.

Open the Call Result drop-down → click Manage...

In the Add/Edit conversation results pop-up → click Add conversation result to create a new result.

To delete an existing conversion result, click on the x icon in grey.

To edit an existing conversation result, click into the text field.

Click Save.

Notes:

Conversation Results can only be customized by the Account owner or an Administrator.
Left message, No answer, and Other are default conversation results that cannot be edited or removed.
You can have up to 5 conversation results plus the three default ones.
You can run filters based on the date of the call and the call result using the Filter Search.