Call status provides you with a quick overview of a given call, so you can see its outcome without having to dive deep into reports or recordings. Thanks to statuses you can evaluate every call, but also your overall project performance. Each status can also work as a note on the type of action that should follow the call, from ‘not interested in this offer’ to ‘try next year’ or ‘using competitors’.
Statuses can be added to both inbound and outbound calls. They are predefined by managers in the Project Settings. Once you have them saved, they’ll become visible in your call panel. You’ll be able to assign them at any time during your conversation with the client or lead.
To define call statuses please go to your selected project settings. In the ‘Statuses’ section you can add all types of inbound and closing statuses you need. You’ll be able to use them later in the call panel when handling conversations with your leads and clients. Please note that the ‘Save Success’ option will be added by default.
Pay close attention when defining your closing statuses as they’re designed to help you know exactly why a given call isn’t successful. You could add reasons like ‘Not interested’, ‘Price too high’, ‘Client uses another solution’ etc. A rule of thumb is to go for short yet meaningful phrases that can be used by your team without a shadow of doubt.
By using toggles on the right you can choose which statuses you want to use in your project. The ones you switch off won’t be visible in the call panel.
To learn how to mark a call with a status, please read this article.