crm_phonecall_result
Enable CRM teams to track and analyze phone call outcomes through configurable result categories.
Key Features
- crm.phonecall.result: Provides a configurable catalog of call outcomes with names, descriptions, priorities, and duplication safeguards.
- crm configuration: Adds a Call results menu for CRM administrators to maintain outcome definitions through list and form views.
- crm.phonecall: Adds a result field to phone calls and exposes it on forms and lists for quick tagging.
- crm.phonecall: Enhances search, filter, and grouping tools so teams can organize call pipelines by result.
- crm.phonecall.report: Extends the reporting model so pivot analyses can break down phone calls by recorded result.
- security: Grants read access to phone call results for partner and sales roles while reserving full maintenance to sales managers.
- crm.phonecall.result: Seeds standard outcomes such as Positive, Negative, and Wrong number to speed up adoption.