Important notes

Before we diving in outcome badges, please note that:

Call outcome badges are available on:
- Past calls tab within AI Scheduler → Scheduled Calls only
  or
- in Global Data
  - Appointment Setting section
  - Calls and Deals sections
  - Prospect Contact cards inside the Global Data
The only badge (tag) that can appear on both Upcoming and Past calls pages is "Action Required" badge → when Google Meet or Zoom are set as Event location, but Host of the Event didn't connect Google Calendar or Zoom account yet (learn more about Action Required badge here).
Call outcomes come with both event types, but will differ depending of the type:
- Discovery calls - available with Business and Enterprise subscription plans
- Strategy calls - available with all subscription plans
(learn more about iClosed pricing and feature breakdown here)

See detailed breakdown of all Call outcomes, their badges, with descriptions and editing options, including additional actions available for every outcome.

Call outcomes and badges - Descriptions

As said above, call outcomes are available with both Discovery and Strategy call types, but will differ because of the Call (Event) types (learn more about Event types here).

Discovery call outcomes and badges

Badge	Image	Badge description
Approved		Discovery call positive outcome When a Setter or Super Admin/Sales Manager did initial screening of the lead and confirmed that prospect is a good fit for the sales call
Rejected		Discovery call negative outcome this badge type will show in Global Data - Appointment setting section While in AI Scheduler - Past calls page will show final rejection reason and as Rejected outcome after expanding the call details
Contact Cancelled		Available for both Discovery and Strategy calls Call was cancelled from invitees end (external cancel reason), without interest in follow up or rescheduling a call (via cancel button in the email or by rejecting the meeting from Google Calendar) Badge shows as a result of an action taken while the call was in the Upcoming calls status Once any meeting goes to Past calls status, such option will not be available. The user would need to choose from Rejected (Discovery Calls)
Admin Cancelled		Available for both Discovery and Strategy calls Super admin/Sales manager cancelled the call (for whatever internal cancel reason) Badge shows as a result of an action taken on the Upcoming calls page, and will not be available once the call goes into past
No Show		Rejected outcome reason Lead didn't show up on the call, with no previous warning or heads up sent
Not Interested		Rejected outcome reason Lead didn't pass discovery call screening (not a prospect for the sales call), because there is no interest in the produce or service you're selling Lead may also be qualified but not interested in buying at all. In this case, it would be beneficial to be used in combination with "Additional notes", so the Sales manager could learn more
Bad Fit		Rejected outcome reason Lead didn't pass discovery call screening, and was rejected as bad fit (does not qualify for the call with a Closer)
Other		Rejected outcome reason Any other reason for rejecting the lead to schedule a call with the sales team, that can't be tagged as: No Show Not Interested Bad Fit It's highly recommendable to be used in combination with "Additional notes", so the Sales manager could learn more about the rejection reason

Strategy call outcomes and badges

Badges	Image	Badge description
Sale		Strategy call - positive outcome Deal closed, successful sale Sale outcomes come with additional options called "Objections" so the Closer can explain what he had to overcome in order to close a deal Additionally, "Sale" outcomes come with Deal information as the last step for adding an outcome. Deal value will appear next to the "Sale" badge
No Sale		Strategy call - Negative outcome Deal is not closed on the specific call As with Discovery "Rejected" call outcome, Strategy call "No Sale" will appear in call details only, while the reason for no sale will show on the page
Contact Cancelled		Available for both Strategy and Discovery calls Call was cancelled from invitees end (external cancel reason), without interest in follow up or rescheduling a call (via cancel button in the email or by rejecting the meeting from Google Calendar) In this case, the badge will show as a result of an action taken while the call was in the Upcoming calls status If the call went into Past, Strategy call type will have the option to add is as "No Sale" outcome reason, when a contact reached out to the host after the call began already.
Admin Cancelled		Available for both Strategy and Discovery calls Super admin/Sales manager cancelled the call (for whatever internal cancel reason) Badge shows as a result of an action taken on the Upcoming calls page But, for Strategy calls it will be available as a "No Sale" reason in case the call cancellation was not timely processed on the Upcoming calls page
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 sent
Not Interested		No Sale outcome reason Lead was qualified but not interested in buying anymore In this case, it's highly recommended to be used in combination with "Additional notes", so the Sales manager could learn more about the reason
Unqualified		No Sale outcome reason Lead was approved after Discovery call but it turned out as not a good fit or Lead scheduled a Strategy call without going through Setter screening, and appeared as unqualified (weak lead)
Follow Up Scheduled		No Sale outcome reason Lead didn't convert on the specific call but required additional call before making a decision No Sale after the last call, but it can be converted on any of the upcoming calls with the sales team

Outcome editing options and additional actions

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

Badges	Editing options and additional actions	Learn more links
Contact Cancelled	Editing is not allowed Available actions: Opening Contact card and scheduling a new call New call will appear in Upcoming calls section, while the cancelled call will remain in the same status	How to cancel a call? Contact Cards explained How to show cancelled calls?
Admin Cancelled	Editing is not allowed Available actions: Opening Contact card and scheduling a new call New call will appear in Upcoming calls section, while the cancelled call will remain in the same status	How to cancel a call? Contact Cards explained How to show cancelled calls?
Approved	Editing is allowed Available actions: Can be changed to Rejected, and User will be asked to choose reason But, the call will still be active in Upcoming calls and you'd need to cancel it if you don't want lead to meet with the sales team	Discovery call outcomes Call outcomes explained
No Show Not Interested Bad Fit Other	Editing is allowed Available actions: Discovery call - Rejected to different rejection reason, or to Approved outcome Strategy call - No Sale to different no sale reason, or to Sale outcome 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 Call outcomes explained Discovery call outcomes Strategy call outcomes - Sale Strategy call outcomes - No Sale
Unqualified	Editing is allowed Available actions: Strategy call - No Sale to different no sale reason, or to Sale outcome 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	Strategy call outcomes - Sale Strategy call outcomes - No Sale Contact Cards explained
Follow Up Scheduled	Editing is allowed Available actions: Strategy call - No Sale to different no sale reason, or to Sale outcome But, the newly scheduled follow up call will still be active in Upcoming calls and you'd need to cancel it if you don't want lead to meet with the sales team 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	Strategy call outcomes - Sale Strategy call outcomes - No Sale Contact Cards explained
Sale	Editing is allowed Available actions: Strategy call - Sale to different sale objection, or to No Sale outcome 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	Strategy call outcomes - Sale Contact Cards explained

Outcome objections explained

Outcome objection is a reason that made Setter or Closer to choose positive or negative outcome. Objections are available with Strategy Calls only, and here's the list of all badges:

Objection No Sale objections = red Sale objections = green	Description with Sale outcome	Description with No sale outcome Available with Follow Up and Unqualified outcome reasons 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.	Lead wasn't able to make a sale 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 purchase.
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 why he doesn't want to buy.
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.