Report activity results

Follow

What it is

This feature reminds you to register the results of your activities every time they took place and were saved without reporting a result.

Screenshot_2021-05-09_at_23.26.28.png

Note

The cadence will not stop anymore as a result of your outgoing or incoming activity when a Contact with the lead is recorded.

To stop the cadence you can do it on the cadence dashboard or by manually changing the status of the company to Contacted.

How it works

Hover your mouse over the activity tile and click on REPORT RESULT.

Screenshot_2021-05-09_at_23.26.28.png

Depending on the activity you report the result for, you will be guided through a different contact flow.

Call

Screenshot_2021-05-09_at_23.29.48.png

Meeting

Screenshot_2021-05-09_at_23.26.39.png

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.