Past Calls are all calls that ended already or started. As soon as the call has started, Event switches from Upcoming Calls to Past Calls automatically.
Important notes
The most important aspect about Past calls is to add an outcome.
This is how you can track what is happening with your calls and you will be able to track your team's performance as well.
All the call details listed in the Past Calls is the same as Upcoming Calls tab. The only difference is the action button that you will see now with the call is of 'Add Outcome' and if an outcome is already added, you will see what outcome was added.
Adding Call Outcomes to Past Calls
Depending on the type of event, there are two different types of outcomes.
Strategy call outcomes: Sale or No Sale
Discovery call outcomes: Approved or Rejected
Strategy Call Outcomes
Strategy call outcomes are added to track your Sales and No Sales. This is how you can track the performance of your closers, the revenue your company is making and to know exactly what is happening with your scheduled calls.
Sale
If a closer has successfully closed a deal, they can mark the outcome as Sale. Adding outcome as Sale involves further steps of:
Adding objections the closer overcame
Adding a deal value, deal date, product sold, syncing transaction
No Sale
If a closer was not able to close a deal, they can add the outcome as No Sale. Adding outcome as No Sale also involved further steps of:
Adding reason of No Sale
Adding objections the closer could not overcame
Learn more
This is a quick overview of Strategy Call Outcomes.
Please refer to the detailed articles below as well to understand the complete flow adding outcomes and how it is related to your dashboard analytics.
Discovery Call Outcomes
Discovery type of events are only available on Business/Enterprise Plans.
Discovery events are used by setters to find out if the lead is the right fit for a closing call or not. This way you can save your closer's time. So the outcomes are also designed in this way.
Approved
It means that your Appointment Setter did lead screening and find the lead as the right fit. By approving the lead they can now schedule a call with a closer for a closing call.
Rejected
If the lead is not the right fit, setter can simply mark them as rejected. They will also be asked the reason of why a lead was rejected and they can select between: No Show, Not Interested, Bad Fit, Others.