Creating Custom Call Outcomes, Activity/Deal Lost Reasons, Company Types And Contact Positions

Let’s dive into customizing your CRM experience! Customizations are a fantastic way to tailor your settings for call outcomes, company types, deal/activity reasons, and contact positions. While there are default options already available, adding your own can make your workflow even smoother.

Overview

Customizing your CRM is all about making it work for you! By setting up custom call outcomes, activity reasons, deal lost reasons, company types, and contact positions, you’ll be able to capture more relevant data that truly reflects your activities and organization. This not only helps in tracking your interactions better but also enhances your reporting capabilities, allowing you to make informed decisions. So, let’s get started!

Areas You Can Create Customizations For

You can customize several areas, including:

Call Outcomes: These show up when call activities are marked as answered or not answered.
Activity Reasons: These can be created for meeting and call activities.
Deal Lost Reasons: These reasons appear when a deal is marked as lost.
Company Type: This appears under the Details tab on a company’s details page.
Contact Position: This is found under the Contacts tab in a company’s detail page.

Call Outcomes

Let’s start with call outcomes! These will pop up when your call activities are marked as answered or not answered. Having this info handy is great for reporting on your call activity outcomes.

How to Add a Call Outcome

Head over to the Customizations page in CRM Settings and click on the Call Outcome tab.
Hit the green + Add Outcome button.
Enter the details of your call outcome and click the Save button when you’re done.

Activity Reasons

Next up are activity reasons! These are super useful when setting up meetings and calls, especially if you need to pull reports on activities with specific reasons.

How to Add an Activity Reason

Navigate to the Customizations page in CRM Settings and click on the Activity Reasons tab.
Click the green + Add Reason button.
Fill in the details for your activity reason and click Save when you’re finished.

Deal Lost Reasons

We know that marking a deal as lost can be tough. But having clear deal lost reasons can really help you understand what went wrong.

Here’s where you can select deal lost reasons after marking a deal as lost:

How to Add a Deal Lost Reason

On the Customizations page in CRM Settings, click the Deal Lost Reason tab.
Hit the green + Add Reason button.
Enter your details and click Save when you’re done.

Company Type

The Company Type field appears under the Details tab on a company’s details page. If you haven't modified the company details view, this will typically show up in the Additional Info section.

How to Add a Company Type

Go to the Customizations page in CRM Settings and click on the Company Type tab.
Click the green + Add Type button.
Enter the details for your company type and click Save when you’re finished.

Contact Position

Contact positions are useful for tracking key roles within a company, especially when you want to determine a contact’s decision-making ability. If you ever need to edit a contact position, just click the icon with the three circles that appear to the right of the contact.

How to Add a Contact Position

Navigate to the Customizations page in CRM Settings and click on the Contact Position tab.
Hit the green + Add Position button.
Enter the details of the contact position and click Save when you’re all set.