First thing first - activate the feature in Settings -> CRM -> Activity & appointment types.
We strongly suggest you to use it for your Phone activities.
Go to Flash mode!
When you have a good activity list with companies to contact, that's when the fun begins with Activity outcome. Go to Activities, turn on the Flash mode and let get this party started.
How did the call go?
With Activity outcome, you are able to quickly answer on the question "How did the call go?", instead of writing notes with "Didn't answer" etc.
Get motivated and stay up to date!
In Flash mode, you can view the progress for the current day. It contains:
- How many outcomes you have done
- The count contains how many times you have clicked "I didn't reach" or "I reached"
- How many appointments you have booked
- How many opportunities you have created
- How many orders you have created
With activity outcome, you can see almost everything that has happened on activity, by viewing the history.
You are able see below timeline events:
|General||I didn't reach||I reached|
|User that created the activity||Appointment booked|
|Date stamps||Opportunity created|
|User assigned changed||Order created|
|Contact changed||Email sent||-II-|