Save an outcome and a callback on your phone

After each call, tap how it went, add a callback in the lead's time zone and notes, then go on to the next lead.

Updated

Works on
  • iOS
  • Android
  1. When the call ends, the outcome sheet asks how it went.
  2. Tap an outcome. Your workspace's outcomes are grouped under Didn’t reach them, Spoke with them and Bad number / stop calling.
  3. For a callback, choose a time under Call back (their time): In 1 hour, Today 4 PM, Tomorrow 10 AM, Tomorrow 2 PM, or a day in the next two weeks and a 15-minute slot between 6 AM and 10 PM. Callback outcomes open the picker for you; for other outcomes, tap Add a callback time.
  4. Add Notes if you like.
  5. Tap Save & Next (power dialing), Save & dial next (parallel dialing), Save, or Save and end session.

In a dialing session, you need to pick an outcome before you can save. Choosing a do-not-call outcome warns you that it blocks all of the person's numbers.

Callbacks show on Today under Callbacks due.

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Still stuck?

Email the TopReach team and we'll help. support@gettopreach.com

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