When you pick a call outcome in the dialer, Raise More saves a record of the call on that contact and decides whether to move you to the next contact. This article walks through exactly what happens, in order.

On the dialer, the interaction card shows a row of call outcome buttons under "Call Outcomes". The available outcomes are:

Below the buttons is an "Add your note..." box and a pledge entry area. You can pick an outcome, type a note, and enter a pledge amount in the same card.

To save, click an outcome and then press "Save Interaction" (or press Command/Control + Enter). You can save a note, a disposition, or a pledge. If you click "Save Interaction" with none of those filled in, you'll see "You must enter a note, disposition, or pledge to save a new interaction."

When you save, Raise More writes an interaction to the contact's record that includes:

This record is logged as a "call" when an outcome is chosen. The interaction then shows up on the contact's profile under "Interaction History".

If you typed a pledge amount, Raise More creates a pledge on the contact at the same time and links it to the interaction. You set whether it is hard or soft money and an optional due date in the pledge area of the card before saving.

If you choose "Wrong / Disconnected", Raise More soft-removes the phone number you just dialed from the contact so you don't keep calling a bad number:

The number is soft-removed, not permanently deleted, and the rest of the contact's record stays intact.

Choosing "Deceased" or "Do Not Contact" as a call outcome records that result on the interaction, but it does not by itself flip the contact's Do Not Contact switch. Do Not Contact is a separate setting on the contact's profile. If you want to stop all future contact, set Do Not Contact on the profile in addition to logging the outcome.

What happens after you save depends on your auto-advance setting. Open "Auto-advance" from the dialer to configure a Mode:

With Auto-advance or Auto-dial turned on, you also pick which call outcomes trigger the advance. Only the outcomes you select will move you forward. If the outcome you click is not in that list, your result is still saved but you stay on the contact.

Note that "Answered" is never available as a trigger outcome, to give you time to take notes.

Auto-advance only runs when you are dialing a list in order. It is turned off when you are not on a list or when you are on a contact out of list order. The tooltip on the Auto-advance button notes: "Auto-advance is disabled when you haven't selected a list to dial, or when you are currently on a contact out-of-list-order. Click the 'Resume List' button to return in-order and auto-advance will automatically be turned back on if you had it previously enabled and you stay inside this same session."

If you set up follow-up templates in the auto-advance settings, a "No Answer" outcome can trigger them as you advance:

Follow-ups are skipped if the contact is marked Do Not Contact. An email is only sent once per contact per call session.

After you place a call, the dialer requires you to log a result before moving on. Until you do, switching lists is blocked and you'll see: "You must log a result (e.g. not home, or answered, etc) for the last call made to this person, before moving away from this person." Saving your outcome clears this requirement.

The saved interaction, including its outcome, note, and any linked pledge, appears in "Interaction History" on the contact's profile. From there it can be reviewed and edited.