Log the outcome of a call
Record how the call went, a callback time and your notes, so the contact's record and the call queue stay up to date.
Where to find it
Calls › Dialer
Open this screen
Steps
- When the call ends, the panel shows After-call work with a countdown (if your wrap-up time is set).
- Under Outcome, choose Interested, Callback, Sale, Not interested, Voicemail or Wrong number.
- For Callback, set the Callback time.
- Type what was said in Notes, or pick one of your note templates from Insert a template….
- Press Log outcome. The panel shows "Logged:" with the outcome and a short summary, and the call queue is refreshed.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Outcome | How the call ended. | — |
| Callback time | Shown for Callback: when to call again. | — |
| Notes | What they said and what you promised. | — |
| Insert a template… | Adds one of your saved note templates to Notes. Shown when you have templates. | — |
| After-call work (seconds) | The countdown after a call, set in Preferences (the sliders button in the sidebar). | 30 |
Troubleshooting
"Choose an outcome first."
Pick one of the Outcome buttons before pressing Log outcome.
Tips
- The outcome feeds the call queue: won, lost and do-not-call contacts no longer appear in it.
Good to know
- An AI agent's call records its own result; this form is for calls you placed or answered.
Related how-tos
- Dialer Call a contact or any number: from this browser, by ringing your own phone first, or by having your AI agent place the call.
- Call history Every call on your workspace with who, when, how long, the result and the summary, and each call opened to read what was said.
- Prospects (phone book) See everyone your team calls in one list or pipeline board, find a contact, move them between stages and open their record.