Before you choose
Check how you record each attempt.
Make the note and outcome useful for the next time you open a home.
Choose outcomes your reps understand.
No answer, Callback and Not interested are examples of planned manual outcomes. Decide what each means in your process so a saved label can be read consistently.
Record what you know.
Keep a rep’s own observations separate from supplied homeowner details and occupancy. A note should describe what happened, not turn a guess about a home into a property fact.
Confirm who can edit the record.
Account and team permissions are still being defined. Shared history and team reporting should not be assumed from a colored map marker. No industry-specific workflow is established here.