Call Types & Business Logic Flow

Call Types & Business Logic Flow

Difference Between Log Call and Follow Up Call

Log Call

  • Past activity
  • Has duration
  • Records what happened
  • Impacts productivity metrics
  • Can attach recording

Follow Up Call

  • Future scheduled activity
  • Has reminder
  • Schedules what will happen
  • Impacts upcoming tasks
  • Typically cannot attach recording

Business Logic Flow (Example)

Call logged โ†’ Response = Not Answering
User clicks Follow Up
Follow-up scheduled for tomorrow
System reminds the user
Next day, the user logs a new call

Outcome:
No lead or deal follow-up is forgotten.

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