Last updated: 2025-12-02
SmartCalendar - Standard Activity Outcome Wizard
SmartCalendar - Standard Activity Outcome Wizard
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- Overview
- Other Standard Outcome Options
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Overview
Note: This is one version of the Activity Outcome Wizard. The
other version is the [Comprehensive
Activity Outcome Wizard](/help/pro/comprehensive/activity/outcome/wizard).
The standard Activity Outcome Wizard contains
two main options for the [tracking
of activity outcomes](/help/pro/activity/outcome/wizard): No Contact Made and Contact Made. The options
displayed in the Outcome Options section vary depending on the outcome
selected in the Select an Outcome section.
The Outcome Notes field is used to enter
comments; this text is displayed on the [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History). This note can also be sent as an alert message to all participants
by selecting the Send this note as an alert and
e-mail to other user(s) option. In addition, the user can select
record tags that will be applied to the
note.
"No Contact Made" Outcomes
-
Reschedule
for Tomorrow, Reschedule for a Later Date, Contact Later Today:
If the activity results in no communication with the contact, and
if it is necessary to reschedule the activity, select this option.
Selecting any of these options does not mark the activity Done. In
the Reschedule Activity section, the Create Activity On field is pre-filled
based on the selected outcome option, but the user can enter a different
date.
To check a participants' availability for the new date and time, click
the Check Participant(s) Availability
button. This opens the Scheduling dialog box with the new date, along
with the Busy and Available time slots (for more about group scheduling,
see Group Scheduling).
After entering all information, select the Add
more activity details after this window option to open the
[Activity dialog
box](/help/pro/smartcalendar/-/activity/dialog/box) and add more details to the activity, if appropriate.
The [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History) records posted are Appointment Not Completed and Appointment
Rescheduled (for Appointment activities) and Dial Made, No Contact
Made and Call Rescheduled (for Call activities).
-
Mark
Done – No future activity: If the activity results in no communication
with the contact and does not need to be pursued further, select this
option to mark the activity Done. The New Activity Details section
is disabled when this option is selected.
The [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History) records posted are Appointment Not Completed and Mark
Done – No future activity (for Appointment activities) and Dial Made,
No Contact Made and Mark Done – No future activity (for Call activities).
-
Other:
If the activity results in no communication with the contact and needs
to be marked Done for other reasons, select this option to mark the
activity Done.
The [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History) records posted are Appointment Not Completed and Other
(for Appointment activities) and Dial Made, No Contact Made and Other
(for Call activities).
"Contact Made" Outcomes
Note: Selecting a Contact Made outcome
also updates the Last Action By and Last Action On columns for the
record linked to the activity (for example, the contact). These columns
can be added to many SmartOffice lists using [list
layout customization](/help/pro/list/layout/customization).
-
Schedule
New 'Appointment' Activity, Schedule New 'Call' Activity: If
the activity results in communication being established with the contact
and a new follow-up appointment or call being scheduled, select one
of these options to mark the current activity Done and create a new
follow-up activity.
Enter a date and time for the new appointment or call activity in the
Create Activity On field in
the New Activity Details section, or select the Pick
Date and Time button to see when you have an open time slot
in your calendar. Use the Assign
To field to add a user participant for the newly created activity.
The availability of the participant(s) can be viewed by clicking the
Check Participant(s) Availability
button in the New Activity Details section.
The Add more activity details after
this window option is selected by default in the New Activity
Details section. This option opens the Activity Detail dialog once
the Outcome dialog box is closed, enabling the user to enter the full
details for the new activity.
The [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History) records posted are Appointment Completed and Schedule
New 'Appointment' Activity (for Appointment activities) and Dial Made,
Contact Made and Schedule New 'Call' Activity (for Call activities).
-
Mark
Done: If the activity results in communication being established
with the contact and does not need to be pursued further, select this
option to mark the activity Done.
The [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History) records posted are Appointment Completed and Activity
Done (for Appointment activities) and Dial Made, Contact Made and
Activity Done (for Call activities).
-
Reschedule
Activity: If the activity results in communication being established
with the contact and the rescheduling of the activity to a future
date and time, select this option to reschedule and track the activity.
Selecting this option will not mark the current activity Done.
Enter the new date and time for the activity in the Create
Activity On field in the Reschedule Activity section. Use the
Assign To field to add a participant
for the rescheduled activity. The availability of the participant(s)
can be viewed by selecting the Check
Participant(s) Availability button in the Reschedule Activity
section.
The [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History) records posted are Appointment Completed and Rescheduled
(for Appointment activities) and Dial Made, Contact Made and Rescheduled
(for Call activities).
-
Other:
If the activity results in communication being established with the
contact but needs to be marked Done for other reasons, select this
option to mark the activity Done.
The [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History) records posted are Appointment Completed and Other (for
Appointment activities) and Dial Made, Contact Made and Other (for
Call activities).
-
Sale
Made: If the activity results in communication being established
with the contact and a sale is made, select this option to mark the
activity Done.
The details of the sale can be entered in the Sale Made Options section.
The fields available are Policy/Account #, Carrier/Vendor, Plan/Product
Name, Amount, Premium and Commission.
The activity history records posted for the Sale Made outcome are Appointment
Completed and Sale Made (for Appointment activities) and Dial Made,
Contact Made and Sale Made (for Call activities).
-
Sale
Lost: If the activity results in communication being established
with the contact and the loss of a sale, select this option to mark
the activity as Done.
The reason for the lost sale can be entered in the Outcome Notes section.
The [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History) records posted for the Sale Made outcome are Appointment
Completed and Sale Lost (for Appointment activities) and Dial Made,
Contact Made and Sale Lost (for Call activities).
-
Not
Interested – Future Activity, Not
Interested – No Future Activity: When the activity results
in communication being established but the contact shows no interest,
select either of these outcomes. The first outcome marks the activity
as Done and enables the user to create a new activity to re-establish
contact at a later time. The second outcome simply marks the activity
as Done.
After selecting the Not Interested – Future Activity outcome, the user
can enter the details of the new activity in the New Activity Details
section. The New Activity Details section is not available when the
Not Interested – No Future Activity outcome is selected.
The [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History) records posted for the Not Interested – Future Activity
outcome are Appointment Completed and Not Interested – Future Activity
(for Appointment activities) and Dial Made, Contact Made and Not Interested
– Future Activity (for Call activities).
The [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History) records posted for the Not Interested – No Future Activity
outcome are Appointment Completed and Not Interested – No Future Activity
(for Appointment activities) and Dial Made, Contact Made and Not Interested
– No Future Activity (for Call activities).
Other Standard Outcome Options
-
Add
Referral: When the activity results in the acquisition of new
referrals from the contact/business, click the Add
Referral button at the bottom of the Activity Outcome dialog
box to enter the details of the new referrals and track the activity.
In the Select Referral Type dialog box, select the Contact
or Business option depending
on the type of referral received, and then click the OK
button. A new dialog box opens, enabling the user to enter the details
of the new contact or business.
The name of the referring contact is automatically entered in the Referred
By field of the new contact or business.
Clicking the Add Referral button makes no change to the activity, but
it posts an [activity
history](/help/pro/smartcalendar/-/activity/dialog/box#Notes_and_History) record (Enter Obtained Referrals) in addition to those
history records posted by the selected outcome.
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