The goal of this tutorial is to show users how to log calls and select outcomes in Upmarket. Logged calls generate data for playbook library improvement, recommendations, and coaching.
Role(s)
- Team Lead
- Team Member
How To Select an Outcome
- Click End Call to prompt the Log Call screen
- This will generate automatically if the contact ends the call first
- Click outside the Log Call screen at any time to make additional edits and simply select the End Call icon again to populate the Log Call screen
- Select an Outcome from the drop down or type in the search bar and choose one that best describes the result of your exchange
- Click Submit to complete logging the call
