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:
- Name
- Status: it refers to the CRM tasks that will be linked to this outcome. 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