Missed & Cancelled Calls

Overview

This page shows scheduled calls that either were missed (attempted but didn't connect) or were cancelled (intentionally called off). Helps track unsuccessful outreach attempts.

What You'll See

All calls with:

• Status: Missed or Cancelled

Table columns:

• Partner name
• Original scheduled date
• Status (missed/cancelled)
• Reason (if provided)
• Rescheduled info (if applicable)

Missed Calls

What Counts as Missed

• Called but partner didn't answer
• Called but wrong number
• Called but partner declined
• Attempted but technical issues
• Forgot to call and marked missed

Handling Missed Calls

When you miss a call:

1. Mark status as "Missed"
2. Add reason why missed
3. Decide next action:
   • Reschedule: Set new date/time
   • Log attempt: Create communication log noting you tried
   • Cancel: If no longer needed

Cancelled Calls

Reasons to Cancel

• Partner requested cancellation
• Campaign ended
• No longer relevant
• Partner relationship ended
• Duplicate call scheduled
• Timing no longer appropriate

Cancelling a Call

1. Select the scheduled call
2. Click Cancel
3. Enter cancellation reason
4. Save

Call moves to this view but remains in system for record-keeping.

Rescheduling

When a missed or cancelled call needs rescheduling:

• System can track it was rescheduled from original call
• Shows rescheduled reason
• Links old and new calls
• Maintains history

Search and Filter

• Filter by status (missed only, cancelled only, or both)
• Search partner name
• Filter by date range
• Filter by reason
• Filter by who scheduled originally

Analysis

Review missed/cancelled calls to:

• Identify partners hard to reach
• Find best times to call
• Assess scheduling accuracy
• Improve call success rates
• Spot patterns (always miss certain days/times)

Best Practices

For Missed Calls

• Always reschedule if still relevant
• Log the attempt in call history
• Note best time to try again
• Don't let them pile up - take action

For Cancelled Calls

• Document why cancelled
• Clear from upcoming queue promptly
• Keep record for accountability
• Don't delete - cancel instead

Related Pages

• Scheduled Calls - All scheduled calls
• Overdue Calls - Calls needing attention
• Call History - Log all attempts
• Call Reports - Success rate analysis