Create Outcomes

Goal

The goal of this tutorial is to show content editors how to create Outcomes

Role(s)

  • Admin
  • Editor
  • Team Lead

How To Create Outcomes

  1. Select Library from the Toolbar
  2. Click the Outcomes tab
  3. Select the + Add Outcome icon
  4. Enter an Outcome Label then click Add
  5. Designate the Answer Status 
    • Selecting an accurate answer status is a key element to make the most of reporting and analytics features
  6. Select Settings from the Toolbar on the right and toggle Set Active to make the Objection Response live
  7. Click the Publish icon to save all changes

Optional:

Assigning Outcomes to an existing Playbook

  1. Select Settings from the Toolbar on the right
  2. Click Assign and Select which Playbook and Meeting Plan to link the Outcome
  3. Click the Publish icon to save all changes
    • An Update window will generate confirming the Outcome has been assigned to a Playbook
    • Click a Playbook tile to easily disconnect the Outcome from that workflow

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