01

Choose a meaningful result

Distinguish a connected conversation from a busy line, no answer or failed attempt.

  • Interested or not interested
  • Callback requested
  • Answered, busy or no answer
02

Pair outcomes with notes

A short note can explain why a follow-up is needed. Keep notes factual and limited to what the business needs.

  • Record the requested next step
  • Avoid unnecessary personal information
  • Keep the record associated with the correct lead