Change Your Sales Outreach Based on Call Results
Where: This change applies to High Velocity Sales in Lightning Experience. High Velocity Sales is available as an add-on in Enterprise, Performance, and Unlimited editions.
How: To enable branched sales cadences, first turn on Call Results on the Log a Call page in Dialer Setup. Call results are disposition values such as "Left Voicemail" captured when you log a call. Then map your Call Outcome values in High Velocity Sales Setup.
When sales managers build a sales cadence, they can add a call step (1) followed by a branch step (2). For each branch step, choose which Call Outcome value to look for, such as Meaningful Connect or Left Voicemail (3).
Then add sales steps to the Yes and No paths. The sales cadence follows the Yes path when the Call Outcome matches the value selected. Otherwise, the sales cadence follows the No path. To check for more than one Call Outcome, add multiple branch steps.