What Counts As An Outcome
What counts as an outcome
Last updated: 2025-08-14 Owner: Success Canonical Answer ID: qa-outcomes
Short answer
An outcome is any saved status other than Not Yet Contacted. Outcomes mark real progress on a lead, trigger reporting, and power automations.
When to use
A client asks what qualifies as an outcome
AI needs to calculate reporting metrics (conversion, contact rate, etc.)
Clarifying difference between Not Yet Contacted vs. active outcomes
Outcomes list
Warm Reply (No Appt Yet) — positive interest but no appointment scheduled
Appointment Booked — a meeting or call is scheduled
No Reply (Voicemail/SMS) — message left, waiting on contact
Interested – Follow Up Needed — prospect interested but needs more touches
Do Not Call / Opt-Out — contact opted out or requested no further outreach
Explicit No — prospect clearly uninterested
Working With Agent — already engaged with another agent
Incorrect Contact Info — disconnected, wrong person, or invalid details
Listing Agreement Signed — seller signed an agreement with the client
Under Contract — transaction is pending contract
Deal Closed — transaction fully closed
Not Yet Contacted — system default; does not count as an outcome
Steps
Open the contact record in the client portal.
On the right side of the list for each lead, there are 3 dots you can select. This will open the outcomes.
Select the most accurate outcome from the dropdown.
Save the record. Automations and reporting will update.
Inputs
Outcome field — required; selected from dropdown
Notes — optional; free-text to clarify context
Outputs
Dashboard reporting — outcomes update contact rate, conversion, pipeline progress
Triggers — follow-ups, suppressions, escalations tied to outcome type
Definitions
Outcome — any non-default status that reflects progress or result of outreach
Not Yet Contacted — system placeholder; ignored in reports
FAQ
Q: Does “Not Yet Contacted” count as an outcome? A: No. It is excluded from outcome counts.
Q: Can I change an outcome later? A: Yes. Updating will overwrite the old status and reports will reflect the latest.
Q: What if the contact is invalid? A: Use Incorrect Contact Info. That still counts as an outcome.
Q: Which outcomes represent success? A: Appointment Booked, Listing Agreement Signed, Under Contract, Deal Closed are key success milestones.
We also use outcomes internally to have a constant feedback engine to make our leads stronger. We actively check outcomes in our system and refine our system through outcomes.
Related
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Copy blocks for AI
One-liner
“Any status other than Not Yet Contacted counts as an outcome.”
Standard reply
“Outcomes are how we track progress. Outcomes include Warm Reply, Appointment Booked, No Reply, Interested – Follow Up, Do Not Call/Opt-Out, Explicit No, Working With Agent, Incorrect Contact Info, Listing Agreement Signed, Under Contract, and Deal Closed.”
Safety notes
Never inflate outcomes automatically; they must be set by a user.
Do not classify “Not Yet Contacted” as an outcome.
Avoid promising a specific conversion rate tied to outcomes.
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