Important Notes

Before we diving in Outcome badges, please note that:

Call Outcome badges are available on:
- Past Calls tab only within AI Scheduler → Scheduled Calls
  or
- in Global Data
  - Appointment Setting (Discovery call outcomes only)
  - Calls and Deals
  - Contact Cards
The only badge (tag) that can appear on Upcoming and Past Calls page both is:
- "Action Required" → when Google Meet is set as Event Location, while Host of the Event didn't connect Google Calendar yet (learn more HERE).
Outcomes come with both Discovery Calls (available with Business/Enterprise subscription plans) and Strategy Calls (available with all subscription plans)

See bellow detailed breakdown of all Call Outcome badge (tag) descriptions and editing options, including additional actions available for every edited outcome.

Call outcome badge Descriptions

Call outcomes are available with both Discovery and Strategy Calls, but are different because of the Call (Event) types. Learn more about Event Types.

Discovery call outcome badges

Badge/Tag	Image	Badge/Tag Description
Contact Cancelled		Available for Discovery and Strategy Calls (both Event Types) Host/User cancelled a call/meeting on behalf of Invitee (external cancel reason), without interest in follow up/rescheduling a call Badge shows as a result of an action taken on Upcoming Calls page, where you are able cancel a call Once any meeting goes into past (Past Calls), cancel options will not be available and User would need to choose from Rejected (Discovery Calls) or No Sale - No Show (Strategy Calls)
Admin Cancelled		Available for Discovery and Strategy Calls (both Event Types) Super Admin/Sales Manager cancelled the call/meeting (internal cancel reason) Badge shows as a result of an action taken on Upcoming Calls page, where you are able to cancel a call Once any meeting goes into past, becomes a Past Call, cancel options will not be available
Approved		Discovery call positive outcome Shows when a Call Setter or Super Admin/Sales Manager confirms a Lead is a good fit and a call with Closer
Rejected		Discovery call negative outcome this badge will show in Global Data only In AI Scheduler will show final rejection reason
No Show		Available for both Discovery Calls (as the reason of the Rejected tags) and Strategy Calls (as the reason of the No Sale tags) Lead didn't show up on the call, with no previous warning or reason sent
Not Interested		Rejection outcome tag (with Business/Enterprise plans) Lead didn't pass screening (not a qualified lead), because he's not interested anymore
Bad Fit		Rejection outcome tag (with Business/Enterprise plans) Lead didn't pass screening (didn't qualify for a call with Closer), rejected as bad fit
Other		Rejection outcome tag (with Business/Enterprise plans) Any other rejection reasons, that can't be tagged as: No Show Not Interested Bad Fit We recommend using it in combination with Additional notes, so Sales Managers could learn more about the rejection reason

Strategy call outcome badges

Badge/Tag	Image	Badge/Tag Description
Sale		Positive outcome of Strategy call Deal closed, sales successful Sale outcomes come with additional information as well as No Sale, called "Objections". Closer use these Objections to explain what kind of issues they had to overcome in order to close the deal On top of that, Sale outcomes have an option to add deal value, that will appear next to "Sale" badge
Contact Cancelled		Available for Discovery and Strategy Calls both (Event Types) Host/User cancelled a call/meeting on behalf of Invitee (external cancel reason), without interest in follow up/rescheduling a call Badge shows as a result of an action taken on Upcoming Calls page, where you are able cancel a call Once any meeting goes into past (Past Calls), cancel options will not be available and User would need to choose from Rejected (Discovery Calls) or No Sale - No Show (Strategy Calls)
Admin Cancelled		Available for Discovery and Strategy Calls both (Event Types) Super Admin/Sales Manager cancelled the call/meeting (internal cancel reason) Badge shows as a result of an action taken on Upcoming Calls page, where you are able to cancel a call Once any meeting goes into past, becomes a Past Call, cancel options will not be available
No Show		Available for both Discovery Calls (as one of the Rejected tags) and Strategy Calls (as one of the No Sale tags) Lead didn't show up on the call, with no previous warning or reason sent
Unqualified		No Sale negative outcome reason Lead was approved after Discovery call but it turned out as not a good fit or Simply lead doesn't qualify (weak lead)
Follow Up Scheduled		No Sale negative outcome reason Lead requires additional call No Sale after the last call, but it can be converted on the next call

Outcome editing options and additional actions

Here's the list of tags with details about editing options and actions you can take after editing an outcome.

Badge/Tag	Editing options and additional actions available	Learn More 📖 quick links
Contact Cancelled	Editing is not allowed Available action: Opening Contact card and scheduling a new call if needed (New call will appear in Upcoming Calls section, while the previous, cancelled call will remain in the same status)	How to cancel a call? Contact Cards explained How to reschedule a call?
Admin Cancelled	Editing is not allowed Available action: Opening Contact card and scheduling a new call if needed (New call will appear in Upcoming Calls section, while the previous, cancelled call will remain in the same status)	How to cancel a call? Contact Cards explained How to reschedule a call?
Approved	Editing is allowed: Can be changed to Rejected Available action: as soon as Approved outcome has been selected, User will be able to schedule a call with Closer host, by choosing Event, and Host (round and robin, or specific host) If changed to Rejected, User will be asked to choose reason	Host Priority How to edit Outcome?
No Show	Editing is allowed: Discovery Calls → to different rejection reason, or to positive (approved) Strategy Calls → to different no sale reason, or to positive (Sale) Available action: Opening Contact card and scheduling a new call if needed (New call will appear in Upcoming Calls section, while the previous, cancelled call will remain in the same status)	Event Types How to edit Outcome?
Not Interested	Editing is allowed: To different rejection reason, or To positive (approved) Available action: Opening Contact card and scheduling a new call if needed (New call will appear in Upcoming Calls section, while the previous, cancelled call will remain in the same status)	How to edit Outcome?
Bad Fit	Editing is allowed: To different rejection reason, or To positive (approved) Available action: Opening Contact card and scheduling a new call if needed (New call will appear in Upcoming Calls section, while the previous, cancelled call will remain in the same status)	How to edit Outcome? Contact Cards explained
Other	Editing is allowed: To different rejection reason, or To positive (approved) Available actions: Opening Contact card and scheduling a new call if needed (New call will appear in Upcoming Calls section, while the previous, cancelled call will remain in the same status) If changed to Approved (positive outcome), as soon as outcome has been selected, User will be able to schedule a call with Closer host, by choosing Event, and Host (round and robin, or specific host)	How to edit Outcome? Contact Cards explained
Unqualified	Editing is allowed: To different No Sale reason, or To positive (Sale) Available actions: Opening Contact card and scheduling a new call if needed (New call will appear in Upcoming Calls section, while the previous, cancelled call will remain in the same status) If changed to Sale (positive outcome), as soon as outcome has been selected, User will be asked to select objection and deal amount	How to edit Outcome? Contact Cards explained
Follow Up Scheduled	Editing is allowed: To different No Sale reason, or To positive (Sale) Available actions: Opening Contact card and scheduling a new call if needed (New call will appear in Upcoming Calls section, while the previous, cancelled call will remain in the same status) If changed to Sale (positive outcome), as soon as outcome has been selected, User will be asked to select objection and deal amount	How to edit Outcome? Contact Cards explained
Sale	Editing is allowed: To different Sale objection and/or different deal amount Changing to negative (No Sale) outcome Available actions: Opening Contact card and scheduling a new call if needed (New call will appear in Upcoming Calls section, while the previous, cancelled call will remain in the same status) If changed to No Sale (negative outcome), as soon as outcome has been selected, User will be asked to select reason	How to edit Outcome? Contact Cards explained

Outcome Objections

Outcome objection is a reason that made Setter or Closer to choose positive or negative outcome. Here's the list of tags that come with objections, with detailed explanation.

Outcome objections are available with Strategy Calls only, and with following Outcomes and tags (badges):

Objection	Sale Description	No Sale Description (Follow Up and Unqualified Outcomes only)
Money	Lead stressed out financial issues, or cost of the product/service, but Closer overcame it successfully	Finances were the deal breaker. Lack of budget
Logistics	Lead stressed out that things outside his reach are affecting him to convert, but Closer overcame it successfully and closed the deal	Lead wasn't able to make a decision because of the outside factor
Partner	Lead needed approval from other person, such as partner, but Closer closed the deal in the end	Lead needs approval from a partner or consultant party before making a decision
Fear	Lead wasn't sure if the service or product would benefit his needs, but Closer was able to reassure him and closed the deal	Lead is concerned if the product/service is going to be able to help his business, and hesitant about converting
Smoke Screen	Closer was able to negotiate and close a deal even though Lead didn't want to admit real objection	When a lead doesn't want to admit the real objection or concern
No Objection	A perfect lead in theory, who knew what he wants, and converted without troubles	Other not defined objections, such as lack of need or lack of urgency.