CRM Outcomes are necessary to make the most of Sportrick's CRM.
To add or edit task-related outcomes, click on Settings - CRM Outcomes - Add/Edit and specify:
- Status: it defines the status of the outcome of the CRM task. You can choose between Done and Cancelled
- Outcome Type: you can define the outcome as Positive, Negative or leave it as Unknown
There are two standard outcomes available (they cannot be edited):
- Email read: status automatically assigned to the notification alerting that a client has just opened an email
- Scheduled: status automatically assigned to every CRM task
Important: the button Delete will delete the outcome but it can only be used if the outcome hasn't been linked with a CRM task yet. Conversely, the outcome can be stored (Edit -> Stored). This means that it will no longer be in use but it will be kept in the system for record purposes.