Saving a result

Do this

1. When the call ends, the screen says The call is over and How did it go with the person’s name.
2. Click the result that fits, or press its number key (1 to 9, then 0 for the tenth). The first ten buttons show their number.
3. Add a Note if useful. It is saved with the result.
4. Click Save and continue, or press Enter. You see Saved. You are ready for the next call.

If a result fails to save, you see That did not save. Try again. Click again.

Time limit

Next to the title, Wrapping up for shows a timer. You have 120 seconds. After that:

• You go back to ready, so you can take calls again.
• If you saved nothing, Hung up is filed for you.

The limit is one number for the whole system. It cannot be set per campaign.

What each result means

Results are listed in this order on the screen. A result marked Closes the file is final: the person is finished with this campaign. A result that is not final puts the person back on the list.

Result	Use it when	Final	What happens to the person
Sale (SALE)	The person bought.	Yes	Marked completed. Not called again.
Transferred (XFER)	You never pick this. It is filed for a hand-over.	No	No change.
Callback (CB)	The person wants a later call.	No	Marked as waiting for a callback. If you did not set a time, one is created so nobody is lost.
Not interested (NI)	They said no.	Yes	Marked completed. Not called again.
Not qualified (NQ)	They are not a fit.	Yes	Marked completed. Not called again.
Wrong number (WN)	Wrong person or number.	Yes	Marked completed. Not called again.
Do not call	They asked to stop.	Yes	Never called again. See below.
Hung up (HU)	They hung up.	No	Goes back on the list for a later try.
No answer, Busy, Answering machine, Call failed	Normally filed by the system.	No	Go back on the list for a later try.

When a person goes back on the list

A result that is not final recycles the person. They are tried again after the result’s recycle minutes, or after the campaign’s retry delay if none is set. After the campaign’s maximum number of tries, they are marked exhausted and no longer called. See calling hours and retries.

What Do not call does at once

• The person is marked as asked to stop and is never revived.
• Waiting callbacks are cancelled.
• The number is sent to the do-not-call list in the same step.
• If the safety service is down, saving still works and the number is sent again until it is accepted.

See do not call.

Note

Only the callback form and the Do not call button catch “stop calling” in your words. If you pick Not interested and write “told me to stop calling” in the note, the person is not added to the do-not-call list. Choose Do not call instead.

For every code and its category, see result codes.

If you have a problem

• We cannot tell who this call was with. A result cannot be saved. Click Go back to Ready and tell your supervisor.
• The list of results did not load. Reload the page, or tell your supervisor.