How to customize call results options

If you use the Add Call functionality a lot you may wish to customize the Add Call's conversation results to suit your sales process.

To customize conversation results follow the steps below:

  1. Click on Add Call in the contact's profile (see A)
  2. Open the Result drop-down and click on Manage... (see B)

  3. In the Add/Edit Conversation results pop up, you can edit existing options (see C) or add new ones by clicking on Add conversation result (see D)

    NOTES
    • Conversation Results can only be customized by the Account owner or an Administrator.

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