Calls

Post-call form

Record the outcome of every sales call, log DM closes and past calls, and confirm leads before their call.

Read as Markdown

The post-call form records what happened on a call. The outcome you submit drives commission, CRM sync and Slack notifications, and every call figure in PYLO is counted from it. Every member of the workspace can open it.

The three modes

• Call-based is for calls PYLO already holds.
• DM close logs a deal closed over direct messages, with no call.
• Log a past call records a call that happened without a booking. It counts as a call, on the funnel you choose. Reps log calls under their own name. Owners, admins and ops can pick anyone.

The call-based tabs

• Incoming lists calls from today onwards with no outcome yet, confirmed leads first. Reps see calls where they are the closer or setter. Owners, admins and ops see everyone's.
• Incomplete lists every call that has already happened with no outcome recorded, across the whole workspace. A call with no closer shows Claim and submit: submitting the form makes you its closer.
• Completed lists submitted calls, 50 per page, with filters for outcome and dates. Reps see only their own calls. Owners, admins and ops can also filter by rep.
• Confirm a lead is for setters, SDRs, owners, admins and ops. Search for a lead, mark them confirmed for their upcoming call and add pre-call notes for the closer.

Owners and admins can void test bookings or duplicates from Incoming and Incomplete. A voided call is left out of every figure and can be restored from the list below. On the Pro plan, Incomplete and Completed can be exported.

Filling in the form

Pick a call, choose the outcome and work down the sections:

1. Call outcome: Closed won, Deposit taken, Rescheduled, Cancelled, No close, No pitch, Disqualified or No-show.
2. Attribution: closer, optional setter and SDR, and the funnel.
3. Call recording: confirm the call took place, and add the Fathom URL or a recording link.
4. Revenue details (closed won and deposit only): programme, payment method, total contract value, amount collected today and the payment plan (paid in full, equal split or custom schedule).
5. Discovery, Notes and Lead contact, including the reason for a no close, disqualification or cancellation.

Review the summary and click Confirm and submit. A call can only be submitted once.

Contract value

The total contract value is filled from the programme's price and is read-only for reps. Owners, admins and ops can record a different figure but must give a reason, which is stored for audit. A programme with no price blocks closed won and deposit outcomes until an owner or admin sets one.

How this feeds your figures

• Closed won, deposit, no close, disqualified and no pitch are live calls. No-show, cancelled and rescheduled are not.
• Closed won and deposit are closes.
• Switching off Call took place keeps the call out of the live call count.
• A DM close counts as a close but never as a call, so it does not affect show or close rates.

What the figures mean

Each explanation below is generated from PYLO's metric registry, the same source Ask PYLO and Claude quote from, so the docs and their answers always agree.

Incomplete

Calls awaiting a post-call form

Calls that have happened and carry no recorded outcome, across the whole workspace, with no period bound. An empty-string outcome counts as absent, because the SRF importer writes one for a row it could not map. This is the Post-call Incomplete tab's figure, and it is a backlog rather than a window: a rep clearing one wants all of it.

Pre-call prep

Nurture steps

Steps on this lead's nurture sequence, completed or not.

Nurture steps completed

Steps on this lead's nurture sequence marked completed.

Nurture completion

Completed steps as a share of the steps on this lead's sequence.

• Counts: Nurture steps completed, out of Nurture steps.