Customize call results options

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

Only Account Owner or Administrators can customize conversation results.

Open any contact → click + Call.

Contact profile | + Call

In the Call Result dropdown, click Manage....

Contact profile | Call note | Call result | Manage

In the pop-up, make the necessary changes → Save.

Add conversation result - Add a new result

Delete - click the x icon

Edit - click into an existing result

Manage Call results

💡 Left message, No answer, and Other cannot be edited and are default results.

💡 Create a total of 5 conversation results, including the 3 default ones.

💡 Use a custom filter to find calls by date and result.