Note: this video shows an outdated dialer design, but the statuses functionality is the same.
Learn how to personalize your Inbound and Outbound Calls Statuses.
Call Statuses will help your automation within your system. They are shown at the end of a call, as part of finalizing a call, allowing you to mark communications status so you know what the next steps for follow-up should be.
There are few steps for this to work properly. It all starts in Podio.
Get into your Podio Home Page and select your Organization and a Workspace where your Communications App is installed
Select the Communications App from your Home Page
Use the Wrench to Modify Template, to create personalized Call Statuses along with the default ones
Once you press the Modify Template button, you can see all the Fields in your Communications App.
Inbound Calls and Outbound Calls (Inbound Status/Outbound Status) are under the Category section and this affects all of the calls made on the regular Dialer.
Here you can:
Add/ Remove statuses at your will
Select a color for each status
Personalize status for both Inbound and Outbound Calls (Inbound Status and Outbound Status)
Here, you can easily add your needed status to keep better track of your calls.
Press Done and now your new personalized Call Statuses should show up at the end of every Inbound/Outbound Call.
❗️ Keep in mind that some Call Statuses are set by default and can't be removed. Also, this setup is only available for the Account Owner!
Read more about the Automation in Communications App that can be done>>
Read more about where you can find your Podio - Account Owner Settings >>