As a small business owner, managing your customer calls effectively is key to keeping things running smoothly. One simple way to stay organized and make sure you never miss a follow-up is by selecting a clear outcome or “disposition” right after each phone call. This helps you keep track of what happened and automatically trigger the next steps, like sending a message or scheduling a task.

📌 Why This Matters

Choosing a specific outcome for your calls helps you wrap up quickly and focus on moving forward. It means more calls handled in less time, fewer missed opportunities, and clear records of what happened during each interaction. Plus, when your call outcomes link directly to actions, it’s easier to stay on top of follow-ups and keep your customers engaged.

✨ What’s New

• Post-Call Outcome Selector: After finishing a phone call, you can pick one clear outcome, like “Follow Up” or “Requested Appointment.”
• Customize Your Outcomes: You can create, edit, or delete your list of call outcomes to fit your business needs.
• Automation Friendly: When you pick an outcome, it can immediately trigger actions like sending a message, adding a tag, or scheduling a follow-up task.
• Calls Recorded: The chosen outcome is saved with each call, making it easier to review and report on your interactions.

🛠️ How to Use It

1. Step 1: When your phone call ends, select the outcome that best describes what happened (for example, “Follow Up” or “Not Interested”).
2. Step 2: The system will automatically take action based on the outcome you picked, such as sending a reminder message or creating a follow-up task.

💡 Pro Tip

Using clear call outcomes not only helps you stay organized but also turns every conversation into an action, making it easier to track and grow your business relationships.