Versions Compared

Version Old Version 2 New Version 3
Changes made by

Rebecca Kornblum

Rebecca Kornblum

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Select Org Settings from the Admin dropdown list.

    image-20240118-222941.png

  2. Select Calling Lists from the Org Settings menu.

    image-20240118-223115.png

  3. Select Outcomes from the Calling Lists options.

    image-20240118-233358.png

  4. The Manage Calling List Outcomes page opens.

    image-20240119-172419.png

  5. Click Add.

    image-20240119-182702.png

  6. The Create Calling List Outcome popup window opens.

    image-20240119-183708.pngImage Removedimage-20240127-231555.pngImage Added

  7. Leave the Active toggle switched to Yes (the default) so the outcome is active. It may be switched to No in the future if the new outcome is not needed.

  8. Click the Background Color dropdown arrow to open the color options. Select a background color by clicking the Palette View icon, clicking inside the color box, or entering a hex code. Click Apply to save the color selection.

    image-20240127-232541.pngImage Added

  9. Click the Text Color dropdown arrow to open the color options. Select a text color by clicking the Palette View icon, clicking inside the color box, or entering a hex code. Click Apply to save the color selection.

    image-20240127-233516.pngImage Added

  10. Leave the Outcome Shortcut toggle switched to No (the default) if the new outcome will not be added to the outcome shortcuts. Change the Outcome Shortcut toggle to Yes if it will be added to the outcome shortcuts.

  11. Enter a name for the outcome in the Name field.

    image-20240128-181158.pngImage Added

  12. If selecting this outcome will cause the lead to change status, complete Steps 10a-10**.
    If selecting this outcome will NOT cause the lead to change status, continue to Step 11.

    1. Select the new status from the Status dropdown menu.

      image-20240119-191121.pngImage Removedimage-20240128-181441.pngImage Added

    2. Select the new activity from the Activity dropdown menu.

      image-20240119-191141.pngImage Removedimage-20240128-181600.pngImage Added

    3. Select the current status(es) from which the lead can be moved from the Status(es)dropdown menu. Clicking the checkmark will cause ALL of the possible statuses in the dropdown list to be selected.

      image-20240119-191226.pngImage Removedimage-20240128-181706.pngImage Added

  13. Click Create to save the new outcome.

    image-20240119-191549.pngImage Removedimage-20240128-181751.pngImage Added

  14. The new outcome appears in the Manage Calling List Outcomes page. It will appear for the user in the List Control section of the Calling List Tool page (only if the Outcome Shortcut toggle was switched from the default No to Yes) and in the Call Outcomes popup window.

    image-20240119-191405.pngImage Removedimage-20240128-181940.pngImage Added
Info

Notes

  • The up/down arrows to the right of the outcome can be used to change the order in which the outcomes are listed (and numbered) on the Manage Calling List Outcomes page.

  • The numbered outcomes appear in the Call Outcomes popup window in two columns as:
    Top line = outcomes numbered 1 and 2
    Second line = outcomes numbered 3 and 4
    Third line = outcomes numbered 5 and 6 and so on

...

  1. Select Org Settings from the Admin dropdown list.

    image-20240118-222941.png

  2. Select Calling Lists from the Org Settings menu.

    image-20240118-223115.png

  3. Select Outcomes from the Calling Lists options.

    image-20240118-233358.png

  4. The Manage Calling List Outcomes page opens.

    image-20240119-172419.png

  5. Click the edit (pencil) icon of the call outcome to be edited.

    image-20240121-190000.png

  6. The Update Calling List Outcome popup window opens.

    image-20240121-190110.pngImage Removedimage-20240128-182048.pngImage Added

  7. Make the necessary edits.

  8. Click Update to save the changes.

...