How to customize call results options

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

1
Open a contact → click Add Call.
2
Open the Result drop-down → click  Manage...  

3
In the  Add/Edit Conversation results pop-up → click  Add conversation result to create a new result.
Note: Click inside the conversation result box to edit it. 
Click on the  x icon in grey to delete an existing conversion result. 
4
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 Advanced Search.

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