Appointment and Call Outcomes

Describing the different outcomes for calls and appointments

Written by Danni-elle Broad
Updated over a week ago

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

Call outcomes for an appointment

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'
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'
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'
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"
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