Wrap Up Outcomes, Tags, and Notes
Complete calls with outcomes and optional annotations.
What this covers
Complete calls by submitting Wrap Up with a required outcome and optional tags/notes.
When to use this
Use this at the end of each call workflow that requires completion.
Steps
- Open Wrap Up for a call in wrapping/close-out flow (or when cancel action instructs you to close via Wrap Up).
- Select Call Outcome.
- Optionally add tags and notes, then submit to complete the call.
Important fields and options
Call Outcome
Required. `Positive` = successful/desired result, `Neutral` = reached but no decisive result, `Negative` = failed/undesired result.
Tags
Optional comma-separated values; UI guidance indicates up to five tags per call.
Notes
Optional free text. Keep notes concise and within the character limit shown in your Wrap Up form.
Validation and common errors
- Submitting Wrap Up marks the call completed.
- Wrap Up submission without Call Outcome is blocked.
Notes
- Use concise notes and stay within the character limit shown in the Wrap Up form.
- Wrap Up appears at call close-out and is required for final completion in eligible call flows.