How are Call Outcomes Utilized in Shape?
Call Outcomes are statuses used to disposition a call once completed. Set your calls as “Bad Number” “Interested” “Not interested” or add custom call outcomes to your system!
Configuring your Call Outcomes
- Go to Settings>Call Outcomes
Start by navigating to “Settings” in the top navigation bar. Next click the dropdown labeled “System Preferences” to find the “Call Outcomes” settings page. Call Outcomes: https://secure.setshape.com/managecallOutcome
- Create a new call outcome or edit an existing one
Click the “New Call Outcome” to create a new custom call outcome. Title your call outcome and select a color.
- Re-order your call outcomes to configure what order they appear in.
Click the icon on the left-hand side and drag the outcomes to re-order them!
Frequently Asked Questions
Can I require call outcomes?+
Yes! This is an option from the manage phone settings page. You will find a checkmark at the top of the page for “Require Call Outcomes”. This will ensure calls are appropriately dispositioned after the call is complete.
Can I run automation off of the outcome selected?+
Absolutely! You will want the trigger type to be set as the desired Call Outcome. Then set the action type to the intended trigger. Change the status, add a note, create a calendar event and much more!