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After any appointment or sales call, click Record Outcome. One form does everything: it records the result, and Spark takes care of the policy record, your sales log, the pipeline stage, follow-up drips, and the client’s confirmation message — all in one submit. You’ll find Record Outcome in two places:
  • The dialer top bar in the Phone tab — record the outcome right after you hang up
  • The contact profile, next to the Policy Info section

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Recording an Outcome

1

Open the form

Click Record Outcome from the dialer top bar or from the contact profile. The client’s name is prefilled.
2

Pick the outcome

Choose one of: Application Approved, Application Submitted, Follow Up, No Show, Not Interested, Think About It, or Manual Follow Up.
3

Set a follow-up date (optional)

If the client needs a callback, set a follow-up date. Spark creates a task due that date.
4

Enter policy details (sales only)

If the outcome is a sale, fill in the policy: carrier, product, policy number, insured, beneficiary, face amount, monthly/annual premium, draft date, policy reason, and notes.
5

Send a confirmation (optional)

Check send confirmation to text and email the client a policy confirmation using your editable Policy Confirmation templates.
6

Submit

Spark records everything in one pass — policy, sales log, pipeline, drips, confirmation, and follow-up task.

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What Happens on Submit

For every outcome, Spark automatically:
  1. Creates the policy record on the contact (sales only)
  2. Creates a sales-log entry with your commission calculated (sales only)
  3. Moves the contact to the matching pipeline stage
  4. Stops any active drip campaigns
  5. Enrolls the contact in the outcome-specific follow-up drip (for example, the Application Approved sequence)
  6. Texts and emails the client a policy confirmation, if you checked the box
  7. Creates the follow-up task, if you set a date

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Outcomes at a Glance

Only Application Approved and Application Submitted create a policy record and sales-log entry — every other outcome still moves the pipeline, swaps the drip, and creates a follow-up task if you set a date.
Recording an outcome stops whatever drip the contact was on before enrolling them in the new one — a client who just bought stops getting “still interested?” texts immediately.

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Customizing the Confirmation Templates

The text and email the client receives come from your Policy Confirmation templates. They live in your SMS and Email Drips as editable manual campaigns, seeded as drafts — so you can rewrite them to sound like you before the first one ever sends. Templates support tokens that fill in automatically, including:
  • The client’s name
  • Policy details (carrier, policy number, face amount, premium, draft date)
  • Your phone number
Review the confirmation templates during setup, before your first sale. Once they read the way you want, every confirmation goes out polished without another thought.

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FAQs

Record the outcome anyway. Non-sale outcomes (Follow Up, No Show, Not Interested, Think About It, Manual Follow Up) still move the pipeline, stop the old drip, and enroll the contact in the right follow-up sequence — so no lead falls through the cracks.
Both. When you check send confirmation, Spark texts and emails the client using your Policy Confirmation templates.
The sales-log entry created on submit calculates commission from your comp grids. See Commission Tracking for how the grids and contract levels work.
Yes — the follow-up date is optional. Skip it and no task is created; everything else still happens.