UFG Works Rep Portal

How UFG reps work leads, make calls, tag outcomes, and move real opportunities forward.

This portal is the rep operating manual for UFG's Aircall and Pipedrive workflow. Use it to understand what to do, what the system does for you, and what still requires manual follow-through.

One call = one tag One lead = one next activity Organizations first, real people second Qualified meeting creates the deal path

The Five Rules

If a rep remembers only five things, it should be these.

One call = one tag Every completed call must be tagged once in Aircall. No tag means the queue does not move correctly.
One lead = one next activity The system is built to prevent duplicate open work. Reps should not manually stack extra follow-ups unless something broke.
Organizations first UFG runs account-first. Company data lives on the organization. Real humans live on the person record.
Reps choose the outcome The rep decides the disposition. Automation only works after that decision is made correctly.
Meetings are the threshold Do not create qualified pipeline noise. Use Qualified - Meeting only when a real meeting, walkthrough, or qualified next stage exists.

What UFG Is Selling

The call is not about pushing a generic janitorial pitch. The rep is selling dependable facility execution and fewer operational headaches.

Core UFG Offer

  • Facilities management
  • Building maintenance
  • Janitorial services
  • Landscaping services

Common Account Types

  • Corporate offices and tech environments
  • Healthcare facilities
  • Education and private-school environments
  • Industrial, mixed-use, and multifamily sites

What The Call Is Trying To Earn

The right operator
Identify who actually owns facilities, operations, administration, maintenance, or vendor management.
The real need
Understand the site type, current vendor state, pain, or service gap.
The next step
Earn either the right follow-up email/callback path or a real meeting or walkthrough.

Read These Pages In Order

Daily Workflow How to set up your workstation, open the right screens, and work the queue from start to finish. Calls & Tags What to do before, during, and after every call, including the six disposition tags and voicemail ladder. Follow-Up Email follow-up, qualified meetings, and the exact booked-meeting handoff sequence. CRM Guide How organizations, people, leads, deals, and Aircall contact layers fit together. Automation What the system moves for you, what it does not, and where the boundaries are. Help Fast troubleshooting for untagged calls, duplicate tasks, wrong Aircall labels, and missed queue movement.