Overview
You can use call purposes to generate in-depth data for call reporting. This can help you figure out the types of calls your team made, which can include demo calls, intro calls, follow-up calls, outbound calls, and inbound calls. With this information, you can communicate easier and more efficiently with your team and your contacts.
Refer to the sections below for details about how to add and delete a call purpose and assign a call purpose to calls made with the Apollo Dialer.
Add a Call Purpose
Launch Apollo and click Settings. Then, click Calls.
Click Purposes and then click + Add Purpose.
Enter the purpose name and click Save.
The call purpose is now ready to assign to calls made with the Apollo Dialer.
Assign Calls to a Call Purpose
It's a good idea for you to you select an existing call purpose to assign to your calls, but it's not required. When you select a call purpose, other team members can see context for your calls. Now, everyone has a purpose.
Launch Apollo and click Engage. Then, click Calls.
Click the row of the call you want to assign a call purpose to.
Hover over the Call Purpose section and click the Edit button that appears.
Select a new call purpose from the drop-down menu and click Save.
You have now assigned a call purpose to the selected call.
Once you've set up call purposes, you should log your call dispositions to gauge how customers feel after your calls.
Delete a Call Purpose
Launch Apollo and click Settings. Then, click Calls.
Click Purposes.
Click Additional Options (...) next to the purpose you want to delete and then click Delete.
Leave the drop-down menu blank and click Delete.
The call purpose for the selected call is now deleted.