Are you an administrator? Read Define post-call follow-up rules to choose the statuses and actions available to sales reps.
Under Lead status, choose the situation that matches the conversation: demo booked, call back, not interested, wrong number, or one of your team's choices.
Add a short note with useful context for the next person who views the record.
Complete the requested information. Anything marked as required must be filled in.
If something needs to happen later, create a task with a date.
Click Save and continue to move to the next lead.
The lead status describes the sales relationship. It is different from the technical call status, which Ubic manages automatically depending on whether the line answered, rang, or failed.
The note, task, and new status remain visible in Ubic. If the list comes from a CRM and synchronization was configured by an administrator, the status may also be sent back to that CRM.
The magic wand can suggest a note from the transcript. Always review it before saving.
