Making the most of every customer call can be challenging when you’re on the go. One of the easiest ways to stay organized and responsive is by capturing the outcome of each call right from your mobile device. With mobile call dispositions, you can quickly select what happened during the call, so you always know the next steps to take.

📌 Why This Matters

Knowing the outcome of every call is key to staying on top of your business priorities. Instead of guessing what happened or forgetting important details, you can capture clear, consistent results instantly. This helps with better follow-ups, keeps your information organized, and makes reporting more accurate.

✨ What’s New

• Call End Screen Support: Pick a call outcome the moment the call ends, right on your phone, without needing a computer.
• Single Disposition Selection: Choose one clear result per call, keeping your notes simple and your data clean.
• Workflow-Ready: Use these call outcomes to automatically trigger follow-up tasks, send messages, or update your sales pipeline.

🛠️ How to Use It

1. Step 1: Make or answer a call using your mobile app.
2. Step 2: When the call ends, a list of possible call outcomes will appear on your screen.
3. Step 3: Select the one outcome that best fits what happened during the call, like “Follow Up” or “Qualified.”
4. Step 4: If you’re working across different accounts and see a prompt to switch, tap “Switch” to select the correct account before choosing your outcome.
5. Step 5: Link these call outcomes to your automated workflows on your desktop to trigger next steps, including sending messages, creating tasks, or moving deals along.
6. Step 6: Use your reporting tools to track how calls are progressing and improve your follow-up speed and accuracy.

📌 Important to Know

If you manage multiple accounts, remember that call outcomes will only appear when your current account matches the call’s location. Simply switch accounts on the call end screen if needed to log the right disposition. This keeps your data tidy and accurate.

💡 Pro Tip

By capturing call outcomes immediately on your mobile device, you reduce follow-up delays and ensure no important tasks slip through the cracks — helping you close more deals smoothly.