Contact Card is the place where you can edit all contact information, and it's accessible from two pages.
Primary access is from Global Data by clicking on any of the listed contact
but alternatively, you can access it from AI Scheduler → both Upcoming and Past tabs as well. Just locate the contact, expand the call details and click on the email to access the contact card.
Once the Contact Card is open:
Click on the "Status" drop down menu on the left side of the Contact Card
Select an Outcome
Potential → will change the status as soon as selected
Disqualified → will change the status as soon as selected
Qualified → will change the status as soon as selected
Discovery call booked → additional action required "Add New Call"
Select Event
Select Host → by Event priority (Round Robin) or Manually
Book a slot in Hosts scheduler
Strategy call booked → additional action required "Add New Call"
Select Event
Select Host → by Event priority (Round Robin) or Manually
Book a slot in Hosts scheduler