---
title: "Outcomes"
slug: "outcomes"
updated: 2026-01-05T06:40:56Z
published: 2026-01-05T06:40:56Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.close.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Outcomes

## Call and Meeting Outcomes

Call and Meeting Outcomes help you track and categorize the results of your calls and meetings, giving you better insights into your sales activities and performance.

## Overview

Outcomes represent the result of a connected call or a completed meeting. They help you understand what happened during your conversations and provide valuable data for reporting and analysis.

**Key Benefits:**

- Track the effectiveness of your calls and meetings
- Generate more accurate performance reports
- Reduce manual data entry

[New! Call and Meeting Outcomes Video](https://fast.wistia.net/embed/iframe/95pgf239jf?web_component=true&seo=true)

## Getting Started

### Availability

Call and Meeting Outcomes are available to users on Growth and Scale plans.

## Managing Outcomes

### Creating Outcomes

1. Go to **Settings > Communications > Outcomes**
2. Click **"Add Outcome"**
3. Enter the outcome name
4. Add a description (optional but recommended)
5. Choose whether it applies to calls, meetings, or both
6. Save your outcome

![CleanShot 2025-07-15 at 11.33.29@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202025-07-15%20at%2011.33.29@2x.png)

Best Practices for Defining Outcomes

- Use clear, descriptive names
- Add detailed descriptions to guide your team
- Order outcomes logically for quick selection
- Keep the list manageable (avoid too many similar outcomes)

## Setting Outcomes on Calls

### When to Set Outcomes

- **During the call**: Use the outcome dropdown in the call interface
- **After the call**: Edit the call activity to add an outcome

![CleanShot 2025-07-15 at 11.34.17@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202025-07-15%20at%2011.34.17@2x.png)

### Important Notes

- Outcomes are **not mandatory** - you can leave them blank
- Only appears for connected calls
- If not set within 24 hours, the outcome section is minimized, but can be added later via the "More" menu

![CleanShot 2025-07-15 at 11.35.45@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202025-07-15%20at%2011.35.45@2x.png)

## Setting Outcomes on Meetings

### When to Set Outcomes

- **Before the meeting**: Prepare for expected results
- **During the meeting**: Update in real-time
- **After the meeting**: Reflect the final outcome

![CleanShot 2025-07-15 at 11.37.22@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202025-07-15%20at%2011.37.22@2x.png)

Meeting + Call Combinations

If a call is attached to a meeting, you'll see outcomes for both calls and meetings in the dropdown.

## Managing Outcomes

### Editing and Deleting Outcomes

- Only users with "Manage Customizations" permission can edit
- Changing the name updates it everywhere it was previously used
- Descriptions can be updated anytime
- When an outcome is deleted, that outcome can no longer be used on future activities, but existing activities are unchanged.

## Voicemail Drop Automation

If you utilize our voicemail drop functionality, you can link any outcome to the voicemail drop feature so that it is automatically set when a voicemail is dropped.

### Setting Up

1. Go to **Settings > Communications > Outcomes**
2. Find the outcome you want to use for voicemail drops
3. Mark it as your "Voicemail Drop Outcome"

![CleanShot 2025-07-15 at 11.42.35@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202025-07-15%20at%2011.42.35@2x.png)

### Changing Voicemail Drop Outcome

- You can change which outcome is used for voicemail drops
- Remove the automation entirely if desired
- Only one outcome can be designated for voicemail drops

## Reporting and Analytics

### Activity Reports

Outcomes appear in Activity Overview and Activity Comparison reports with three metrics per outcome:

- **Total count** (e.g., "Demo Completed - Total")
- **Total duration** (e.g., "Demo Completed - Total Duration")
- **Average duration** (e.g., "Demo Completed - Average Duration")

### Search and Filtering

- **Search**: Find leads with specific call or meeting outcomes
- **Conversations**: Filter conversation views by outcome
- **Reports**: Generate reports based on outcome data

### Available Filters

- **Find Calls where...** outcome equals specific value
- **Find Meetings where...** outcome equals specific value
- **Find the latest Call where...** outcome equals specific value
- **Find the last completed Meeting where...** outcome equals specific value

## Best Practices

Here are some best practice tips for getting the most out of Outcomes.

### Team Training

- Provide clear descriptions for each outcome
- Train your team on when to use each outcome
- Review outcome usage regularly to ensure consistency

### Outcome Design

- Focus on final results rather than intermediate steps
- Example: Use "Demo Completed" rather than "Gatekeeper → Decision Maker → Demo"
- Keep outcomes actionable and meaningful for reporting
- Utilize Outcomes in Workflows to automatically pause a Workflow when an intended Outcome has been reached

### Regular Maintenance

- Review and clean up unused outcomes
- Update descriptions as your process evolves
- Ensure outcome names remain clear and relevant