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How do you add a call outcome within a Contact Card?
How do you add a call outcome within a Contact Card?

Learn how to add call outcomes in leads contact card

Updated over a month ago

In order to add call outcome for a specific lead, such lead needs to have a call that either started or it's in Past calls. You will be able to see all information in the Contact Card journey as well.
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Navigate to Global Data and follow the next steps:

  1. Locate the Lead and click on the Contact Card in the contact column
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  2. As soon as the Contact Card is opened, you'll be able to add outcome from Journey pane on the right or to switch to Calls tab
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  3. Click on "Add Outcome"
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  4. Select "Sale" or "No Sale" outcome

    1. If Sale, add objection and deal details

    2. If No Sale, add reason and objection for an unsuccessful sale

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