01 / The existing evidence
You record it
Peak Booking does not detect on its own whether a call took place. You enter the outcome.
Mapping
- Path
- Example
- Arrival in the workspace
- Not checked
Peak Booking · Meeting outcomes
A conversation becomes
a next step on record.
After the meeting you record what happened: held, qualified, follow-up needed, not a fit or did not attend. The outcome becomes an activity on the contact in Peak One and counts in your analytics.
Record outcomes in Peak BookingExample values · no connection · nothing is saved
Peak BookingThe meetingPeak CRMThe contactPeak CRM · Example mapping
One mapping in detail
01 / Peak BookingMöte
02 / Fictional test valueFirst call · sample meeting
03 / Peak CRM
ActivityA readable path as an example. No transfer.
View all 5 mappings
| Peak Booking | On the contact |
|---|---|
| Möte | Activity |
| Guest | Contact |
| Outcome | Activity |
| Company | By e-mail domain |
| Analytics | Attended |
Example mapping
No transfer
No transfer
Nothing is saved on this page. You record outcomes in Peak Booking under meetings.
One concrete targetPeak CRMArrival in the workspaceNot checked yet
Understand the paths. Keep the origin.
Peak CRMArrival in the workspaceNot checked yetThe mapping shows where a value goes. Only a test in your workspace shows what actually arrives.
02 / Record it, do not forget it
Outcome. Activity. Analytics.
A meeting without an outcome is just a calendar entry. With an outcome it becomes part of your history with that person.
- 01 / The conversation
Pick the outcome
In the meeting list you pick one of five outcomes. It takes one click after the call.
What happened?HeldQualifiedDid not attend - 02 / The contact
Visible on the contact
The outcome becomes an activity on the contact in Peak One. Peak CRM shows it in the same person's history.
Where does it land?ActivityOn the contactVisible in Peak CRM - 03 / The analytics
Counted in the analytics
Attended and did not attend feed into the funnel. Without a recorded outcome, that stays unknown.
What does it count?AttendedDid not attendFollow-up needed
Trust needs clarity
What is included today.
Mapping02 / Your check
No automatic follow-ups
Tasks, e-mails or opportunities are not created automatically from an outcome. That is planned.
- Account
- Not connected here
- Rights
- Roles in the workspace
03 / The clear limit
No message to the guest
An outcome stays with you. The guest is not told about it.
- Outcome
- Activity
- Inside Peak One
- Follow-ups planned
The next step
One click after the call.
Start Peak Booking and record the outcome after your next meeting.
Record outcomes in Peak Booking→Check in your workspace what actually arrived.
Frequently asked questions
Which outcomes are there?
Took place, qualified, follow-up, not a fit and no-show.
Where is the outcome stored?
As an activity on the contact in Peak One. It also feeds the late stages of the funnel.
Are there automatic follow-ups?
Not yet. Automatic follow-ups are planned.