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Whereas the Contact Activity type and Contact Activity SubTypes help in classifying the type of activity made, the Activity Result is used to classify the success or failure of the activity. While this feature has existed since the first version of Control, evidence indicates that only few users are using it to its fullest.

The contact result screen is brought up whenever a Contact Activity is Completed. This can be done from the right-click menu for the Contact Activity or by clicking on the Complete button on the Contact Activity window.

contact_activity_completed_wo_billing.png_aligncenter

Several useful options to note on this screen are:

• Notes: Enter the notes for the call here. (Hint: Typing Ctrl-Shift-T inserts the current date, time, and user name.)
• Result: This is place to record the result from the call.
• Set Company Stage To: If you have company stages enabled, you can change the company's stage at this time by changing the value here. This is useful for things like changing the status of the company from a Cold Lead to a Hot Lead.
• Open Customer/Contact: If this option is checked, upon saving the activity Control will open the Company record.
• Schedule again: If this option is checked, upon saving the activity Control will clone it and allow you to schedule the next call. This is helpful so you don't forget to schedule the next step in the process.

You can classify all of your contact activity results into the following categories:

• Did not reach contact
• Rejected

and use the built in reporting to get an analysis of the result codes by salesperson and contact activity sub-type.

Using the standard Contact Activity Analysis Report provides meaningful information useful by almost all businesses. Due to the large variance in sales management styles, however, it may be necessary or desireable to customize the reporting for your particular operation.

To set up the Contact Activity Results:

• Navigate to System Setup | Marketing & Activity Manager | Activity Pick Lists | Result
• Click on Edit
• Add, Remove, or Reorder the Results for your business.
• Click on Save.

One of the things you might want to consider if you are going to use Contact Activity Results is requiring that a result be entered on all Contact Activities completed. This will ensure you don't end up with Contact Activities with no results. To enable this option:

• Navigate to System Setup | Marketing & Activity Manager
• Click on Edit
• Check the [x] Require Activity Result option.
• Click on Save.

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