Outcomes

Outcomes represent standardized results that can be applied to activities such as calls and meetings.
View as Markdown

Outcomes represent standardized results that can be applied to activities such as calls and meetings. They help sales teams track and categorize the results of their interactions with prospects and customers.

Each outcome has a name, optional description, and specifies which activity types it applies to (calls, meetings, or both). Outcomes can be of type custom (user-defined) or vm-dropped (automatically applied when any team member performs a Voicemail Drop).

Organizations can create multiple outcomes to match their sales process. Examples: “Qualified”, “Demo Booked”, “Not Ready”, “Bad Fit”, etc.

To set an Outcome on a Call or Meeting, send a PUT with the desired outcome_id: "outcome_xyz" to the Call API or Meeting API.