Quick reminder, before we move forward → adding call outcomes is available for Past Calls only. Past calls are considered as all calls that started or ended already.
Adding a call outcome after each and every call is highly recommended, but in case you forgot to add them immediately, or you simply want to add them all in one take before you sign off, here's how to do it:
Navigate to AI Scheduler → Scheduled Calls → Past Calls tab
Apply following filters on the page: Outcome → Pending outcome
Start adding outcomes, one by one but kindly note that if you're a Super Admin/Sales Manager, you'd be able to see Past calls of all account Users
Call types and outcomes differ between Startup (Strategy calls) and Business and Enterprise subscription plans (both Strategy and Discovery calls). Check out
Also, bear in mind that AI Scheduler → Scheduled calls filters, and options within filters defer depending of the permissions user has.
Super Admin will have the ability to utilize all filters and switch between all account users and their event information, while
Users will be able to see limited filters, and options inside the filters will be tied to their calls only.
Alternatively, you can add call outcomes from Global Data → Contact Cards as well, but it would require more clicks when switching between contact cards compared to adding them from AI Scheduler → Scheduled Calls → Past Calls tab.
Pro tips
In case a specific call type was scheduled, but after the call you've realized that the prospect wasn't qualified enough, or overqualified, you can update the call type and select proper call outcome (learn more about it here).
This feature also provides additional option to change the call host if other team member participated on the call, and should get contribution for the call outcome.