Record a call result

Call plans · 30 seconds · Agent

The call result and useful notes are saved.

English narration and visible captions. The tutorial uses fictional people and records in a demo agency.

Try it

1. Open the assigned call item and choose Log outcome.
2. Select Connected when the contact answered. Choose the disposition that matches the conversation.
3. Add a useful note. This example uses Interested and records that the client is comparing areas.
4. Choose Log Outcome. Open the saved item’s Attempt History to check the result.

Transcript

Record the result while the conversation is fresh. Open the call item and choose to log the outcome. Select what happened, choose the matching result, and add a useful note about the conversation. Save the entry and check it on the item. Your next call can then start with the right context.

Files

• Open the video
• English captions (WebVTT)
• English captions (SRT)
• Transcript
• All video tutorials