Quick reminder, before we move forward → adding call outcomes is available for Past Calls only. Past calls are all calls that ended already and started. As soon as the call has started, call switches from Upcoming Calls to Past Calls automatically.
Adding a call outcome after each and every call is highly recommended, but in case you forgot to add any, 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:
Outcome → Pending outcome
Start adding outcomes, one by one
Note that if you're a Super Admin/Sales Manager, you'd be able to see Past Calls of all account Users
Therefore, depending of outcomes you would like to add, select additional filter on the top of your page → AI Scheduler and select My Calendar, to show data for yourself only, or for a specific User or a Team.
Note that options and features available differ between Startup and Business and Enterprise subscription plans, such as Event Types (learn more about Event Types here).
While Business/Enterprise can choose between Discovery and Strategy Events, Startup plan users have Strategy events available by default.
Check out iClosed pricing and feature detailed breakdown here.
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.
In addition to that, appointment setters can utilize fixed view in Global Data → Appointment Setting section to swiftly add their Discovery call outcomes to Potential, Qualified and Disqualified.
Learn More