Call outcomes and callbacks

Save an outcome

1. 1When a call ends, open the Call outcome tab if it isn't showing already.
2. 2Pick an outcome. TopReach tells you what it will do, for example that the person is taken out of every list.
3. 3Type any call notes.
4. 4To book a callback, use Call back: pick In 1 hour, Today 4 PM, Tomorrow 10 AM or Tomorrow 2 PM, or choose a day and time. Times are in the lead's time zone.
5. 5Click Save, or Save & Next in a power session to dial the next person.

If Require a disposition before the next call is on, the dialer waits for an outcome before it moves on.

What each outcome does

Every outcome has a type, and the dialer enforces it:

• Callback: called back at the time you pick, in their time zone. If you don't pick a time, the list's follow-up schedule decides.
• Try again: stays in the list for another try later, on its follow-up schedule.
• Done: finished in this list; they stay in any other list. A done outcome that says they're interested (interested, qualified, a meeting or appointment booked) takes them out of every list and stops all follow-ups.
• Not interested: taken out of every list. Follow-ups stop, and no list calls them for 90 days.
• Wrong number: this number won't be called again. Their other numbers still can be.
• Do not call: never called again. All their numbers are blocked and follow-ups stop, in every list.

Set up your outcomes

1. 1Go to Phone → Settings → Dispositions (Call Dispositions).
2. 2Click Add disposition and type a label.
3. 3Under What it does, choose Do not call, Not interested, Wrong number, Done, Callback or Try again. New outcomes start as Try again.
4. 4Drag outcomes to put them in the order reps see.

Deleting an outcome removes it from the picker. Past calls keep the label they were saved with.

Where callbacks show up

Callbacks show on the Calendar as call-backs, and in the phone app under Callbacks due on Today. Saved the wrong outcome? See Change a saved call outcome.