Finish the call record

Open Phone, find the call, and choose Outcome. Select the result that best describes what happened: needs follow-up, appointment booked, resolved, not qualified, or no answer. Add a short internal note with the customer’s request, concern, promise, or other context the next team member will need.

Keep follow-up visible

Choose Needs follow-up when another action is still required. In the web workspace, add the expected follow-up date and time when it is known. The result is shared between web and mobile so a field or office team member can update the same record instead of keeping a private note.

Continue with the relationship

Use View lead or View customer beside the call to review earlier calls, messages, notes, estimates, invoices, and work history. Call outcomes add operational context; they do not replace the customer timeline or consent record.

Use notes for useful business context only. Do not place payment card data, account passwords, or unrelated sensitive information in a call note.