Appointment and Call Outcomes
Appointment and Call Outcomes
Describing the different outcomes for calls and appointments
Written by Danni-elle Broad
Updated over a week ago
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- 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
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