Call Logging

Email and text get investors' attention, but phone calls close deals. When an investor opens your email, clicks through to your marketing page, or responds to a text, the next step is picking up the phone. Deal Run's call logging system lets you track every phone interaction with every investor -- what happened, what was discussed, and what needs to happen next. This guide covers the call logging workflow, outcome types, note-taking, follow-up reminders, and the fast-workflow tools designed for working through a long investor call list.

The Log Call button

Every investor card in your outreach queue and buyer list includes a "Log Call" button. This button is available in two places:

• Outreach dashboard -- On the investor queue for a specific deal. Each investor row has a phone icon and Log Call button on the right side. Click it after you call (or attempt to call) that investor about the current deal.
• Buyer list -- On the full CRM contact card. Logging a call from the buyer list records it against the investor's profile globally, not tied to a specific deal. Use this when the call covered general relationship-building or the investor's broader buying criteria rather than a specific property.

Clicking Log Call opens a compact modal where you record the call outcome, add notes, and optionally set a follow-up reminder. The modal is designed to be fast -- you can log a call in under 10 seconds for routine outcomes.

Call outcome pills

When you log a call, the first thing you do is select an outcome. Outcomes are displayed as colored pills in the logging modal. Tap one to select it. Only one outcome can be selected per call log entry.

No Answer

The investor did not pick up. This is the most common outcome -- expect 60-70% of your cold calls to go unanswered. "No Answer" keeps the investor in your active call queue so you can try again later. Deal Run tracks how many times you have called each investor without reaching them, which helps you decide when to stop trying a particular phone number.

Left Voicemail

The call went to voicemail and you left a message. This is a step above "No Answer" because the investor will at least hear your name and know about the deal, even if they do not call back. Deal Run records this as a "touch" on the investor's timeline, which factors into outreach cadence decisions. If you leave two voicemails and send two emails without any response, it may be time to move on.

Interested

You spoke with the investor and they expressed interest in the deal. This is a high-value outcome that triggers several things in Deal Run. The investor's status in the outreach queue changes to "Interested" (green highlight), they move to the top of your priority list, and any active follow-up email sequences are paused for this investor since you are now in direct conversation. An "Interested" outcome means the investor wants more information, is considering an offer, or wants to schedule a walkthrough.

Not Interested

You spoke with the investor and they passed on the deal. This does not mean they are a bad contact -- they just do not want this particular property. "Not Interested" removes the investor from the active outreach queue for this deal but keeps them in your buyer list for future deals. The investor's card will show "Passed" for this deal so you do not accidentally reach out about the same property again.

Wrong Info

The phone number is wrong -- it belongs to someone else, it is disconnected, or it reaches a fax machine. "Wrong Info" flags the phone number on the investor's contact record and marks it as unverified. You can re-run a skip trace on this contact to get an updated phone number. If the same number comes back wrong across multiple skip trace attempts, consider removing it from your buyer list entirely.

Walkthrough Set

The investor wants to see the property in person and you have scheduled a walkthrough. This is the best call outcome short of receiving an offer on the spot. "Walkthrough Set" moves the investor to a "Walkthrough Scheduled" status, and if you have a deal tracking board, the deal may prompt you to update its stage to reflect the scheduled showing. The notes field on this outcome is especially important -- record the date, time, and any specific instructions the investor mentioned (which entrance to use, whether they are bringing a contractor, etc.).

The notes field

Every call log entry includes a free-text notes field where you can record details from the conversation. This field is optional for quick-log outcomes like "No Answer" but strongly recommended for substantive calls. Good call notes include:

• What the investor said -- "Likes the location but thinks the price is $10K too high. Wants to see comps supporting the ARV." "Already has two rehabs in progress, not taking on new projects until June."
• Their buying criteria -- "Only buys in 77493 and 77494. Max purchase price $200K. Prefers turnkey rentals over rehabs." This information goes into your buyer list profile for better matching on future deals.
• Action items -- "Send the comp report. Follow up Friday after he talks to his partner." "She wants to see the repair estimate before making an offer."
• Personal details -- "Goes by Mike, not Michael. Has a property management company called Gulf Coast Rentals." Small details like these make future conversations feel personal and build trust.

Notes are searchable in the buyer list CRM and visible on the investor's timeline. When you call this investor about a different deal six months from now, you can review the call history and pick up the relationship where you left off.

Follow-up reminder

At the bottom of the call log modal, there is a "Set Follow-Up" toggle. When enabled, it reveals a date and time picker where you can schedule a reminder to follow up with this investor. Common follow-up scenarios:

• "Call me back Thursday" -- Set the reminder for Thursday morning so you do not forget.
• "I need to talk to my partner" -- Set a reminder for 2-3 days later to check in.
• "Not interested right now but might be in spring" -- Set a long-term reminder for the next quarter.
• "Send me the repair estimate first" -- Set a same-day reminder after you email the document.

Follow-up reminders appear in your Deal Run notification bell and, if you have email notifications enabled, as an email reminder at the scheduled time. The reminder includes the investor's name, phone number, the deal it relates to, and the notes from your last call, so you have full context when you pick up the phone.

Log and Next: the fast workflow

When you are working through a long call list -- calling 30, 50, or 100 investors in a session -- the standard log-and-close-modal flow adds friction. The "Log & Next" button eliminates that friction. Instead of logging the call, closing the modal, scrolling to the next investor, and opening a new modal, Log & Next does all of that in one click.

Here is how it works:

1. You open the call log modal for an investor.
2. You select the outcome (e.g., "No Answer").
3. You optionally add notes.
4. Instead of clicking "Save," you click "Log & Next."
5. The current call is saved, and the modal immediately refreshes with the next investor in your queue. Their name, phone number, and any previous call history are loaded. You are ready to dial.

The queue order for Log & Next follows the sort order of your outreach list. If you sorted by "clicked email" (highest engagement first), Log & Next moves through investors in that same order. If you sorted by Investor Score, it follows that order. This means you can set your priority sort, start at the top, and blaze through the list using Log & Next without ever touching the main outreach page.

The Log & Next workflow also displays a progress counter: "12 of 47 calls logged" so you can track how far through your list you have gotten in the current session.

How call logs affect investor status

Call outcomes directly update the investor's status in your outreach queue and buyer list. These status changes affect how the investor appears in your interface and whether automated sequences continue.

• "Interested" -- Investor moves to the top of your queue, gets a green badge, automated email sequences pause.
• "Walkthrough Set" -- Similar to Interested, plus a calendar event indicator. The deal tracking board may prompt a stage update.
• "Not Interested" -- Investor is de-prioritized in the queue for this deal. They remain in your buyer list for future deals. Automated sequences for this deal stop.
• "Wrong Info" -- Phone number is flagged. The investor remains in your list but is marked as "needs updated contact info."
• "No Answer" and "Left VM" -- No status change. The investor stays in the same queue position. After 3+ "No Answer" logs on the same investor for the same deal, Deal Run surfaces a suggestion: "Consider trying a different phone number or switching to email."

Call history per investor

Every call log is recorded on the investor's timeline in your buyer list. Click on any investor card and scroll to the activity timeline to see a chronological history of all interactions: emails sent, emails opened, calls logged (with outcomes and notes), texts sent, offer submissions, and walkthrough records.

The call history is especially valuable when you are working with an investor across multiple deals over time. You can see that you called John Smith about a Heights property in January (not interested -- too expensive), a Spring Branch property in February (no answer x3), and a Katy property in March (interested, walkthrough scheduled). This context makes every conversation more informed and professional.

Call history is also visible to team members if you are on a team plan. If a colleague called the same investor yesterday, you will see their notes and outcome before you pick up the phone, so you do not duplicate effort or contradict what your colleague already communicated.

For the email and SMS side of outreach, see Sending Your First Email Blast and SMS Outreach and TCPA Compliance. To track how all your outreach channels perform together, see Tracking Delivery, Opens, and Clicks.