Difference between revisions of "Call Results (New Web)"
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Ashley DeBon (talk | contribs) (→Delete a Call Result) |
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| − | Path: [[Callproof Support]] - [[New Website]] - [[Call Results]] | + | Path: [[Callproof Support]] - [[New Website]] - [[Settings Menu]] - [[Call Results (New Web)]] |
= Call Results = | = Call Results = | ||
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| End of every Web call. | | End of every Web call. | ||
|} | |} | ||
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= Add a Call Result = | = Add a Call Result = | ||
| + | '''Popup title:''' Add Call Result | ||
[[File:AddCallResult.png|350px|thumb|right|Add Call Result]] | [[File:AddCallResult.png|350px|thumb|right|Add Call Result]] | ||
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=== Steps === | === Steps === | ||
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<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
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= Edit a Call Result = | = Edit a Call Result = | ||
| + | '''Popup title:''' Edit Call Result ([current name]) | ||
[[File:EditCallResult.png|350px|thumb|right|Edit Call Result]] | [[File:EditCallResult.png|350px|thumb|right|Edit Call Result]] | ||
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=== Steps === | === Steps === | ||
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= Delete a Call Result = | = Delete a Call Result = | ||
| + | [[File:DeleteCallResult.png|350px|thumb|right|Delete Call Result]] | ||
=== Steps === | === Steps === | ||
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* Delete is a '''soft delete''' — CallProof keeps the record so older calls, phones, and reports that used it stay intact. | * Delete is a '''soft delete''' — CallProof keeps the record so older calls, phones, and reports that used it stay intact. | ||
* Deleted results no longer appear in the Call Results list for normal use. | * Deleted results no longer appear in the Call Results list for normal use. | ||
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= Where Call Results are used == | = Where Call Results are used == | ||
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| Some reports can include or group by recorded call results. | | Some reports can include or group by recorded call results. | ||
|} | |} | ||
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= Typical workflow = | = Typical workflow = | ||
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# Ask reps to select a Call Result at the end of each softcall. | # Ask reps to select a Call Result at the end of each softcall. | ||
# Managers: delete unused labels so the dropdown stays short and clear. | # Managers: delete unused labels so the dropdown stays short and clear. | ||
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= Tips and important notes = | = Tips and important notes = | ||
Latest revision as of 06:10, 28 July 2026
Path: Callproof Support - New Website - Settings Menu - Call Results (New Web)
Contents
Call Results
Screen purpose: Create and manage the Call Result labels your team picks after a call (for example Left Voice Mail, Set Appointment, Not Interested). These labels appear on softcalls, Call History, and some reports.
- Browse your company’s call result list
- Add a new result name
- Rename an existing result
- Delete a result (managers)
- Keep outcomes consistent across the team
Screen title: Call Results
Browser title: Call Results
Quick Links label: Call Results
Address: /call_results/
How to open Call Results
Option A — Quick Links
- Sign in to CallProof.
- Open a Calls screen that includes Quick Links (for example Phone Numbers, Caller ID, or Call History).
- Click Call Results.
Option B — Direct address
- Go to your CallProof site and add
/call_results/. - Press Enter.
Permissions
- You must be signed in.
- Signed-in users can view, add, and edit call results for their company.
- Delete requires manager access.
- Results belong to your company — each company has its own list.
What you see on the screen
Header
- Call Results title
- Add Call Result
- Quick Links — Accounts · Autotext · Recorded Calls · Recorded Messages · Caller ID · Phone Numbers · Call Results
Table columns
| Column | What it shows |
|---|---|
| Name | The call result label (click to edit) |
| Actions | Edit (pencil) · Delete (trash) |
If the list is empty: No call results found.
New companies often start with defaults such as:
- Left Voice Mail
- Left Message With Operator
- Followup Request
- Set Appointment
- Proposal Requested
- Not A Prospect
- Closed Deal
- Wrong Number
- Not Interested
Why Call Results matter
| Action | Purpose | When to use it |
|---|---|---|
| Add | Create a clear outcome label for reps. | New process or coaching language. |
| Edit | Rename a label without rebuilding history workflows. | Fix typos or update wording. |
| Delete | Soft-remove labels you no longer want in pick lists. | Cleanup (managers). |
| Use on calls | Capture what happened after each softcall. | End of every Web call. |
Add a Call Result
Popup title: Add Call Result
Steps
- Click Add Call Result.
- Enter a Name (required).
- Click Save.
- Success message: Call result added successfully.
- The list refreshes with the new name.
Naming rules
- Use letters, spaces, and hyphens.
- Other characters are removed automatically.
- Name is required.
- Duplicate names are not allowed (you may see already exists).
Edit a Call Result
Popup title: Edit Call Result ([current name])
Steps
- Click the result Name or the Edit (pencil) icon.
- Change the Name.
- Click Update.
- Success message: Call result updated successfully.
- The list refreshes.
Good to know
- Same naming rules as Add.
- Renaming updates the label used going forward in pick lists.
Delete a Call Result
Steps
- Confirm you are a manager.
- Click the trash icon on the row.
- Confirm delete in the confirmation popup.
- Success message: Call result deleted successfully.
- The result disappears from the active list.
Good to know
- Delete is a soft delete — CallProof keeps the record so older calls, phones, and reports that used it stay intact.
- Deleted results no longer appear in the Call Results list for normal use.
Where Call Results are used =
| Place | How they appear |
|---|---|
| Make Call / Softcall | After a call, reps choose a Call Result before saving the outcome. |
Call History (/calls/all/)
|
Results show on Web call rows; filters can include Result. |
| Manual / custom reports | Some reports can include or group by recorded call results. |
Typical workflow
- Open
/call_results/. - Review the default list.
- Add Call Result for any outcomes your team needs (for example “Left SMS” or “Callback Tomorrow”).
- Ask reps to select a Call Result at the end of each softcall.
- Managers: delete unused labels so the dropdown stays short and clear.
Tips and important notes
- Call Results are outcome labels, not the call recordings themselves (see Call History / Recorded Calls for recordings).
- Keep names short and consistent so reports stay useful.
- Prefer shared company language (everyone uses the same “Set Appointment” label).
- If Save says already exists, pick a slightly different name or edit the existing one.
- Deleting does not erase historical call data that already used that result.
Need help?
- No call results found: add your first result, or ask a manager if defaults were removed
- Cannot delete: only managers can delete
- Already exists: rename or edit the existing result
- Result missing on softcall: confirm it was not deleted and refresh the call screen
- Other issues: email support@callproof.com
