Calls and leads
Calls and summaries
The Calls page lists every call, newest first, with the agent, the person, how long it took and its outcome. Open one to see everything about it.
On a call's page
- Summary: what happened and the next step, written as soon as the call ends.
- Outcome and the answers to its qualifying questions and Data columns.
- Transcript: exactly what was said on both sides.
- Meeting booked, with its time and place, if one was.
- Texts sent during the call.
- Recording, if recording was on, for signed-in staff only.
Outcomes
| Outcome | Meaning |
|---|---|
| Booked | A meeting was booked. |
| Transferred | Handed to a person live. |
| Qualified | A good fit, passed on for the team to follow up. |
| Follow up | Wants a call back or more information. |
| Not a fit | Ruled out by a qualifying answer. |
| Not interested | Said no. |
| Do not call | Asked not to be called again. |
| Voicemail | An answering machine picked up. |
| No answer | Nobody answered. |
| Failed | The call couldn't connect. |
| Other | Anything else. |
Summaries to your team
Each summary is also sent to the agent's SMS to and Email to addresses (in Agent › Settings) and to connected apps such as your CRM, Slack or Teams.