The goal of this tutorial is to show you how to create Outcomes
Role(s)
- Admin
- Editor
- Team Lead
How To Create Outcomes
- Select Library from the Toolbar
- Click the Outcomes tab
- Select the + Add Outcome icon
- Enter an Outcome Label then click Add
- Designate the Answer Status
- Selecting an accurate answer status is a key element to make the most of reporting and analytics features
- Select Settings from the Toolbar on the right and toggle Set Active to make the Objection Response live
- Click the Publish icon to save all changes
Optional:
Assigning Outcomes to an existing Playbook
- Select Settings from the Toolbar on the right
- Click Assign and Select which Playbook and Meeting Plan to link the Outcome
- Click the Publish icon to save all changes
- An Update window will generate confirming the Outcome has been assigned to a Playbook
- Click a Playbook tile to easily disconnect the Outcome from that workflow