Call outcomes

After a call, you record what happened — did it close, fall through, or turn out not to be a fit? That one record is the heart of your reporting: it creates deals, moves contacts down the pipeline, and reports revenue back to your ad platforms.

Recording an outcome

Open a past call — from Bookings, or from Global Data → Calls — and fill in the outcome form. The questions you see depend on what kind of call it was — Preb knows whether the event type is a Discovery call or a Strategy call (you set that when you create the event type) and asks accordingly.

The Calls tab is the same booking data as a Global Data table: every call as a row with its status, outcome, host, and any custom call fields, plus the usual search, Upcoming / Past rail, filters and Smart Views, and CSV export. Clicking a row opens the same call details and outcome form you know from Bookings — so working through unlogged calls is just: open Calls, filter to Past, record outcomes down the list.

For a Strategy call, you choose how the call ended and, if it was a sale, the deal details. Click Record outcome to save.

Outcome types

Strategy calls

A Strategy call is a sales call, recorded as one of three results:

• Sale — they bought. You enter the deal details (below), and Preb creates a deal.
• No sale — the call happened but didn't close. You can note why.
• Disqualified — they turned out not to be a fit.

When you pick Sale, you fill in:

• Amount (required) and Currency.
• Payment type — Won (one-time full payment), Deposit (partial, balance later), or Recurring (a subscription).
• Product / offer sold (optional) — e.g. "Strategy call", "Pro plan", "Consulting retainer".

Discovery calls

A Discovery call is a screening or qualifying call, so it's recorded differently — as Approved or Rejected. There's no deal amount, because nothing was sold; you're just recording whether the lead passed the screen.

Objections & reasons

To make your reporting richer, Preb lets you tag why a call went the way it did.

On a Strategy No sale (or a sale that came with pushback), pick the main objection:

• No objection
• Money — budget or price
• Logistics — timing or process
• Partner — needs to consult someone
• Fear — doubts it will work
• Smoke screen — excuses or stalling

On a No sale, you can also record a reason: Follow-up scheduled, Unqualified, Not interested, No show, or Admin / invitee cancelled. There's a free-text box for objections and another for general notes if you want to capture more.

What outcomes trigger

Recording an outcome does more than file a note — it sets off a chain of useful automation:

• A Sale creates a deal. The amount, currency, payment type, and product are saved as a closed deal on the contact, counting toward their revenue immediately.
• The contact's stage advances. A Sale moves the contact to your first Won stage. A No sale, a Disqualified, or a Rejected discovery call moves them to your first Lost stage — the one exception is an Approved discovery call, which passed screening and stays where it is. You can always move a contact back by hand. The automatic scheduling status is never changed by an outcome.
• Revenue is reported to your ad platforms. On a sale, Preb sends a Purchase event to Meta and Google Ads, attributed back to the original ad click — so your ad reporting reflects real closed revenue, not just bookings. This only happens if you've set up tracking.

Outcome reminders

It's easy to forget to log a call. Preb nudges you two ways:

• In the dashboard, past calls that still need an outcome carry an "Outcome needed" marker on the Bookings list, so nothing slips through.
• By email, the host gets a reminder for any call that ended 24 to 48 hours ago without an outcome recorded — so a missed log gets a prompt within a day or two.

The email reminder can be switched off per workspace in Settings under Outcome reminder emails.