This unit will take you through the configuration of call results in the Fastcall settings interface.
Call results are recorded at the end of a call on the Call (and Task, if enabled) Record. The result tells people what happened on the call, and is therefore something that needs customising to your specific business process.
Managing Call Results
There’s a helpful wizard for managing call results that steps you through the process. This unit will skip the wizard and go straight to the functionality.
Call Results are found under Fastcall Settings > Logging > Results > Call Results. On this tab you can set what the possible call results are.
You can modify the possible call results as follows:
- By call direction (inbound/outbound)
- By related Salesforce Object
Results for all Calls in that Direction
Once you have chosen a Call Direction, you can modify the list of results available for calls of that direction relating to all objects
Once you have chosen a Salesforce Object, you can modify the list of results available for calls relating to that Object only. Results in this list can modify a single field on the Object – for example, you could change the State of an Opportunity when a particular result is selected.
Automatic Call Results
Fastcall can apply call results automatically based on call duration. These settings are specific to the selected Object type and call direction – so you can have different automatic results for an inbound call from a Contact and an outbound call to a Lead, for example.
Call Results Settings
There are two settings that can be changed if you do not wish to use Call Results as part of your business process:
- Require Call Result to close task record – turn this off if Call Results are optional in your business process
- Show Call Result in Sidebar – this hides the Widget pane with Call Results, turn this off if Call Results are not used at all in your business process
Last updated: Fastcall version v6.0.2, 2019-01-09