CALL OUTCOMES
No answer OR Left a message
These outcomes will result in a calendar prompted you to schedule a follow-up call
They will be marked as a call on the activity report.
They count as call attempts in the Sales performance report
These DO NOT count towards contact targets
Not Interested
This will NOT prompt a follow-up call
This will NOT mark them as lost
It will count towards activity and targets
They are counted as a 'successful call'
Booked an Appointment
This will prompt appointment date and time to be set
This will count towards activity and targets
This will affect 'calls to appointments' numbers in the sales performance report
They are counted as a 'successful call'
Said they are still thinking
This outcome will result in a calendar prompting you to schedule a follow-up call
They will be marked as a call on the activity report.
They are counted as a 'successful call'
Something else
This will NOT prompt a follow-up call
It will count towards activity and targets (note: targets will only count 1 call per person, per day)
They are counted as a 'successful call'
Started a Trial
This will prompt you to pick a trial and trial start date
It will count towards activity and targets (note: targets will only count 1 call per person)
They are counted as a 'successful call'
It will put the lead into a trial on their details tab to start counting down
The signed up
This will prompt you to be a pick a membership option
It will count towards activity and targets (note: targets will only count 1 call per person)
They are counted as a 'successful call'
It will mark the lead as closed
APPOINTMENT OUTCOMES
They signed up
This will prompt you to be a pick a membership option
It will count towards activity and targets for presentations
They are counted as a 'successful appointment'
They are also counted as a 'successful presentation'
It will mark the lead as closed
Will think about it
This outcome will result in a calendar prompting you to schedule a follow-up
They are counted as a 'successful appointment'
They are also counted as a 'successful presentation'
It will display as a presentation in reporting and targets
Didn't show up
This outcome will result in a calendar prompting you to schedule a follow-up
They are counted as a 'successful appointment'
It will NOT display as a presentation in reporting and targets
Won't be joining
This outcome will result in the lead being marked as 'lost'
They are NOT counted as a 'successful appointment'
It will display as a presentation in reporting and targets.
Something else
They are counted as a 'successful appointment'
They are also counted as a 'successful presentation'
It will display as a presentation in reporting and targets
Started a trial
This outcome will result in you choosing a trial and trial start date
The lead will then be entered into a trial on their profile
They are counted as a 'successful appointment'
They are also counted as a 'successful presentation'
It will display as a presentation in reporting and targets.
They rescheduled
This outcome will result in a new appointment window to pop up
They are NOT counted as a "successful appointment"
It will NOT display as a presentation in reporting and targets