Looking for the sales rep workflow? Read Update a lead's status after a call to see how the team uses these rules after a conversation.
Lead statuses: the business situations offered after a call.
Task types: categories used for reminders and follow-ups.
Conversions: statuses counted as a positive result in reports.
Note templates: prompts offered to sales reps.
Recording and transcription: storage of call audio and text.
AI: suggested notes based on transcripts.
Open Settings > Calls.
Choose the section to adapt.
Add, rename, or disable the required options.
Click Save.
Changes apply immediately to future calls. Previous calls keep their history.
Values marked CRM source come from a connected list. You can simplify their label in Ubic, but the value sent to the CRM remains unchanged. Some system statuses, such as Wrong number or Voicemail, are protected.
