Call Outcomes

Call Outcomes are how the agent classifies a completed call so that the call may be reporting correctly on any output from the system. How the Call Outcomes are defined can have a dramatic effect on reports and other processes so it’s important to get it right.

To access Call Outcomes, select the following options from the menu:

This screen contains a panel of filtering options on the left to control which Outcome Codes are displayed in the list on the right.

Call Outcome List

The list of Call Outcomes on the right contains various pieces of important information about each Outcome Code. Each code can have several icons displayed alongside them in 4 columns:

  • 1st column hosts result code type icons
  • 2nd column hosts the effective icon or no icon (ineffective call)
  • 3rd column hosts the sales indicator
  • 4th column hosts the sale opportunity indicator

The following tables presents the available icons:

Outcome Category Icon Description
Normal
(black colour)
Call is complete and no further attempts are required
Allows the agent to select a date/time to call back
Automatically re-calls the record after a pre-set time period
A final outcome (positive or negative) has been achieved
A sale was made
This was a sales opportunity
Internal
(grey colour)
To be transferred to another number
This is an unknown result type

Actions

The following actions are available through the toolbar:

Icon Description
Updates the list of outcomes

Open the Call Outcome Editor for adding a new outcome.

Edit an existing outcome through the Call Outcome Editor.

Delete the selected outcome (with confirmation).

Important: Deleting a code can have an effect on reports so consider de-activating it instead.

Confirms the change of order for the codes.

Change the order of the Outcome Codes (the normal ones and not the internals).

Clicking the arrows moves the Outcome to the appropriate direction by one row. Codes can be moved until reach either the top or bottom of the list is reached or an internal code is encountered (a normal code is not allowed to move past an internal code).

Click the icon to confirm the change of order.

Note: The new order will not be saved unless the Save button is clicked.