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      Managing call results settings

      Learn how Call Results automatically update record statuses, pipelines, and lead stages to keep your follow-up process organized and efficient.

      The Call Results Settings page lets you define what happens when you select a specific call outcome in the Invelo Dialer. 

      Each call result automatically updates the record’s status, lifecycle stage, and other attributes — keeping your data accurate and your follow-up process consistent. 

       

      Customize what happens when you log a call outcome in the Invelo Dialer. Call Results Settings let you map each call outcome to record updates (status, pipeline, lead conversion, temperature, lost reason, and more) so your data stays accurate and follow-up actions remain consistent.

      Where you’ll see Call Results

      When a Dialer call ends, the Dialer prompts: “How did the call go?”

      This is where the Call Results you configure on this settings page appear.


      Each button (e.g., Appointment set, Not interested, Left voicemail) corresponds to one of the call results you manage in your settings.

       

      When you select Hot lead in the Dialer, the record will automatically update to the record status, pipeline, and temperature you’ve defined in your Call Results Settings.

      How it works

      When a call result is selected, Invelo automatically updates the record based on your configuration. You can define:

      • Record Status — how the contact is categorized after the call (e.g., Follow up, Unqualified).

      • Convert to Lead — whether this result should convert the contact to a lead.

      • Pipeline & Pipeline Stage — which pipeline and stage the record enters.

      • Lead Temperature —  the strength or urgency of the opportunity (Hot, Warm, or Cold).

      • Mark as Lost & Lost Reason — if the contact should be considered a closed or lost opportunity (e.g., Sold, Not interested).

       

      This automation saves time, ensures consistency, and keeps your team aligned on next steps after every call.

      Call Result Categories

      This automation saves time, ensures consistency, and keeps your team aligned on next steps after every call.

      1. Positive Call Results

      Used when the call outcome moves a prospect forward in your sales process.

       

      Call Results and their Outcome

      • Appointment Set — Updates status to Appointment Set, converts to a lead, assigns to Acquisitions pipeline, sets temperature to Hot.

      • Hot Lead — Converts to a lead, assigns to Acquisitions, sets temperature to Hot. (Updates record status to Follow up, converts to a lead in Acquisitions, sets temperature to Hot). 

      • Warm Lead — Converts to a lead, sets temperature to Warm. (Updates record status to Follow up, converts to a lead, sets temperature to Warm). 

      • Cold Lead — Converts to a lead, sets temperature to Cold. (Updates record status to Follow up, converts to a lead, sets temperature to Cold). 

      2. Neutral Call Results

      Used when the contact is no longer a fit or should be removed from active outreach.

       

      Call Results and their Outcome

      • No Answer — Updates status to Attempted to Contact for future follow-up.

      • Left Voicemail — Updates status to Attempted to Contact and logs that voicemail was left.

      These results keep the record active for future dial sessions.

      3. Negative Call Results

      These results keep the record active for future dial sessions.

       

      Call Results and their Outcome

      • Disconnected — Marks as Attempted to Contact (invalid/unreachable number).

      • Not Interested — Marks as Unqualified, flags as Lost, sets Lost Reason to Not Interested.

      • Wrong Number — Marks as Attempted to Contact (available for data correction).

      • Wrong Contact — Marks as Wrong Contact (mismatched data).

      • Sold — Marks as Unqualified, flags as Lost, sets Lost Reason to Sold.

       

      Call Result Categories help you organize outcomes based on the type of interaction — whether a call moved a prospect forward, had no response, or ended negatively. This structure keeps your follow-up actions clear and consistent.

      Field definitions

       

      Field Description
      Call Result The outcome option shown in the Dialer when you log a call.
      Record Status How the contact is categorized after the call (e.g., Follow up, Unqualified).
      Convert to Lead

      Converts a contact to a lead automatically if enabled.
      Pipeline  Assigns the lead to a specific pipeline (e.g., Acquisitions). 
      Pipeline Stage

      Determines which stage the lead enters (e.g., New, Appointment Set).
      Lead Temperature  Categorizes lead strength: Hot, Warm, or Cold. 
      Mark as Lost  When enabled, flags the record as a lost opportunity. 
      Lost Reason

      Explains why the record was marked lost (e.g., Sold, Not interested).

      Tips for best results

       

      • Keep statuses consistent across your team to maintain clean reporting.
      • Regularly review mappings as your pipeline or workflows evolve.
      • Test configurations using the Dialer to confirm updates behave as expected.
      • Use clear naming for call results so team members can easily select the correct outcome.

      Saving changes

      After adjusting your call result mappings, click Save at the bottom of the page.
      Your updates will apply immediately to all new dialer sessions.

       

      Need help? Contact our support team via the in-app chat or email support@inveloapp.com