Call Result Card in Kommo
Sometimes managers forget to record agreements in Kommo after conversations with customers.. This issue is resolved with the call result card, which automatically pops up after a call made via the widget.
In the card, you can create a contact and lead or select them from previously created ones, as well as assign a task to yourself or a colleague. Let's take a closer look at all the parameters of the call result card:
1. Contact — the top field of the card shows customer contacts and the call type. Here you can link a new customer number to an existing contact.
2. Lead:
- Lead name — you can create a new lead or select from existing ones.
- Pipeline — the standard pipeline is selected by default, but you can choose another one.
- Stage — for incoming calls from customers, the default pipeline stage will be set. You can choose any other stage from the dropdown list.
- Note on the new lead (optional).
3. Task — select the task deadline, assignee, objective, and provide a detailed description of the task.
How to Set Up the Call Result Card
By default, the card pops up after calls longer than 30 seconds so that employees fill in results only for relevant calls. However, if you have a lot of short calls — for example, to confirm service appointments — you can change this setting.
1. Go to the Kommo widget settings.
2. Click Show the call result card…. In the dropdown list, select a call duration or add your own.
3. Click Apply. Then click Save at the bottom of the general settings page.