Calls
Workflows

Logging surveys & outcomes (tags, re-queuing)

Log survey outcomes and re‑queue contacts for callbacks, voicemails and no‑answers

June 26, 2026
ID:
106

Every call ends in one of two ways: you complete the Survey (a successful conversation), or you record an outcome for calls that didn't reach a clean result. Both are captured from the in-call console.

Completing the Survey

When you reach the Contact and work through the call:

  1. Fill in the Survey (Form) in the right pane as you talk.
  2. Click Complete survey to save the responses.

Completing the Survey does two things:

  • creates a Post on the Contact summarising the call, and
  • updates any Contact details the Survey is linked to (survey-driven field updates).

Logging an outcome

For calls that don't end in a completed survey, use the Call didn't connect? controls at the bottom of the Survey pane. Two outcomes are quick buttons:

  • No answer — the call wasn't answered.
  • Left voicemail — you reached voicemail and left a message.

Open the More dropdown for the rest:

  • Wrong number — the number isn't the Contact's.
  • Abusive caller — flag a hostile or abusive interaction.
  • Schedule callback — the Contact asked to be called back later.

To move past a Contact without recording an outcome, use Skip Call at the top-right of the console.

How outcomes behave

  • Outcomes are stored against the Contact within that specific call list — they are list-scoped, not global to the Contact.
  • The counts of each outcome roll up into the per-list stats on the Calls landing page (Call Back, Voicemail, No Answer, Total Calls).
  • Within the console you can focus on a single outcome type using the Remaining dropdown (Voicemail / Call backs / No answer / Remaining).

Re-queuing outcomes

Because outcomes are stored per list, you can turn them into focused follow-up queues:

  1. Go to the Calls landing page.
  2. Open the list's actions menu (the three-dot / Settings button on the row).
  3. Generate a follow-up queue — Voicemail list, Not answered or Callback later list — then work that new queue.

This lets you retry just the No answer Contacts, follow up everyone you Left voicemail for, or chase the Schedule callback group, without re-dialling Contacts you've already completed.

See Building follow-up queues for the full detail on each queue type.