Adding A Default Call Result In Playbooks

Users can now have a default “Call Result” populate their call tasks

First, you want to add any Call Result(s) by updating the Layout.

Settings-> Your Organization-> Layouts-> edit the desired layout-> Task-> Click ‘Call Result’. 

From here, select a desired call result from the ‘Default Value’ drop down list and click ‘Save’.

Now, when a user is going through their call tasks, the “Default Value” will populate.

*NOTE* Please make sure to ‘Save’ the changes in order for the Call Result option to take effect. 

Now when using playbooks, you can set the Default Call Result by going to the List/Playbook Settings tab and selecting the Default Call Result added at the bottom of the tab:

Then, under the Playbooks tab, select the Default Call Result option within your Playbook Call step(s):

*NOTE* Notice how the default “Default Call Result” value can be set at the (1) Playbook step, (2) List and (3) Layout level in that order of Priority.

So in an instance where there are two conflicting “Default Call Result” settings between the one at the Layout level and the one on the Playbook Step, the one at the Playbook step will populate the “Call Result” field.