Reviewed October 15, 2026
Follow the evidence
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Find the call
Open Calls in the correct account. Use the date, source, and campaign filters to locate the intended call.
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Review the conversation and timeline
Check whether it connected, its duration, the route attempts, and the recording or transcript when available. A duration threshold is not proof of a sale.
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Record the next outcome
Use a supported outcome action to record the result your team verified. Leave unresolved results pending and retain the reason for a correction.
Export a defined period
Open Reports and choose a consistent date window, timezone, and account. Review the report definition before exporting. Keep totals, answered calls, qualified calls, and recorded revenue separate; a missing outcome is not zero revenue.