How to add an outcome?
In this guide, we'll walk you through the process of adding an outcome to a call.
Outcomes are typically associated with two types of events: Strategy Events and Discovery Events.
How to add an Outcome of a Strategy Call?
When a call is scheduled from a Strategy event and has already occurred (i.e., it is in the past), Users have the option to assign an outcome to that call, which can be either "Won" or "No Sale."
Won Outcome:
Selecting the "Won" outcome allows the closer to specify objections that were successfully overcome during the call.
Objection Types: When adding a "Won" outcome, closers can specify objections that were overcome. These objections may include:
Money: Indicating financial constraints on the part of the lead.
Logistic: This refers to logistical challenges that need to be resolved.
Partner: Signifying the need for consultation with a partner or decision-maker.
Fear: Addressing concerns or doubts about the effectiveness of the solution.
Smoke Screen: Identifying distractions or excuses raised by the lead.
No Objection: Denoting that no objections were raised during the call.
No Sale Outcome
When marking a call as "No Sale," users have the option to choose from predefined reasons for the outcome. Here's how it works:
Reasons for No Sale Outcome:
Users can select from the following predefined reasons when marking a call as "No Sale":
Follow-Up Scheduled: Indicates that the lead expressed interest in a follow-up and requested to schedule another call.
Unqualified: Denotes that the contact was deemed weak or not suitable for further engagement based on qualification criteria.
No Show: Indicates that the lead did not attend the scheduled call as expected.
Contact Cancelled: Indicates that the contact initiated the cancellation of the call.
Admin Cancelled: Indicates that the call was cancelled on the organization's side, possibly due to scheduling conflicts or other administrative reasons.
How to add an outcome of a Discovery Call?
When a call is scheduled from a Discovery event, and the call has already taken place (i.e., it is in the past). Users can add an outcome to that call. The outcome can be either "Approved" or "Rejected."
Approve Outcome:
Selecting the "Approved" outcome triggers the opening of a call booking widget. This widget enables users to schedule a Strategy call with a closer.
Reject Outcome:
When marking a call as "Rejected" users can choose from the following reasons:
No show: When the lead did not attend the scheduled call.
Not Interested: Denoting various reasons for lack of interest, including Silent Decline, Unspoken Choice, or explicit disinterest.
Bad fit: Indicating that the lead is not a suitable match for the organization's offerings.
Others: Users can specify additional reasons in the "Notes" section if necessary.
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