In this article we will cover outcomes related to the Discovery calls (learn more here).
Discovery events are for calls in which you want your setters to find out if the prospect is the right fit for a closing call or not (call with sales team). This feature will save your closers time and improve efficiency and productivity of the Sales team.
Discovery call events are usually of shorter durations and have it's own outcome types.
Discovery events are available with Business/Enterprise subscription plan
Adding discovery call outcome as "Approved"
If the contact is the right fit for a sales call, setter will mark the outcome as Approved and schedule a closing call right away, by selecting proper event. Here's how:
Step 1: Mark as Approved
Click on "Add Outcome" button and select Approve.
Step 2: Schedule a call
As soon as you click on Approve, you will be redirected to schedule a call
Select the Event from the dropdown
Select to whom you would like to schedule the call:
select Round Robin to let our system choose available host of the event or
select a host Manually per your choice
Finish this step by clicking on "Schedule call" button
Step 2: Select date and time
On the next step you will see the scheduler of the selected event with primary questions already filled out.
Simply fill the rest of the form, select the date and time and click on "Schedule Call and Add Outcome" button.
Adding discovery call outcome as "Rejected"
If a contact is not the right fit for a sales call, setter can mark it as Rejected and add the rejection reason. Here's how:
Step 1: Mark as Rejected
Click on Add Outcome button for the discovery call and select Reject.
Step 2: Select a Reason
Once you click on Reject, you will redirected to second step to select the reason for rejecting the lead to move forward:
No Show - Lead didn't show up on the call, with no previous warning or reason sent
Not Interested - Lead didn't pass screening (not a qualified lead), as he's not interested anymore
Bad fit - Lead didn't pass screening to qualify for a call with Closer per your internal criteria
Others - Any other rejection reasons, that can't be tagged as above mentioned.
For every reason there is an additional option to add additional notes that may be helpful for the Sales manager and team in general to understand why was lead rejected.
We highly recommend adding them, especially for "Others" reason.
To finish the process, simply click on "Add Outcome" button
Learn more about Scheduled call outcome badges here.