UFG Works Rep Guide -> Calls & Tags

Calls & Tags

During every call, your job is to get the outcome right and tag it once.

This is the core call-handling page. Use it during calling blocks for the post-call sequence, the tag table, and the voicemail ladder.

During The Call

Stay in Aircall for the live conversation
Do not jump between tabs unnecessarily while talking.
Try to identify a real human
If you started at the front door, work toward the real operator, administrator, facilities contact, or buyer.
Listen for usable data
Real names, titles, emails, direct lines, site facts, and meeting interest are all worth capturing.

After The Call

What The Rep Must Do

  1. End the call.
  2. Choose exactly one disposition tag.
  3. Add a note only if something important is not obvious from the call.
  4. Move on. Do not manually create extra follow-ups unless the system missed it.

What The System Does

  1. Reads the tagged call.
  2. Marks the current Pipedrive call activity done.
  3. Updates the lead status.
  4. Creates one next activity if needed.
  5. Creates or reuses a deal for qualified meetings.
If the call is not tagged
The system does not know what happened. The queue can stay messy even though the call already occurred.

Disposition Tags

This is the single most important reference on the portal. Pick one tag and let it drive the queue.

Tag Use It When Lead Status Next Activity Pipeline Impact
No Answer / Voicemail Nobody answered or you left a voicemail. Working Controlled by the voicemail ladder. Stays a lead.
Connected - Send Email You spoke with someone and email is the next step. Connected Email next business day. Stays a lead.
Connected - Callback You spoke with someone and another call is the next step. Connected Call in +2 business days. Stays a lead.
Qualified - Meeting You booked or clearly earned a real meeting, walkthrough, site visit, or qualified next stage. Qualified Task next business day on the deal. Creates or reuses a deal in UFG Qualified Opportunities and moves it to Discovery Scheduled.
Nurture / Not Now They are not ready now, but they are still a valid account. Nurture No immediate next activity. Stays a lead.
Current Vendor - Revisit Later They are a fit, but they are currently happy with their existing vendor and should be revisited later. Nurture Call in about 60 business days. Stays a lead, but drops out of the short-term queue.
Disqualified Wrong fit, wrong account, dead end, or duplicate. Disqualified No next activity. Removed from the working flow.
Use this instead of generic nurture
Current Vendor - Revisit Later is for good-fit accounts that are satisfied with an incumbent vendor today. It pushes them out to roughly a quarterly revisit instead of clogging the near-term queue.

Voicemail Ladder

Voicemail does not instantly become an email on attempt one.

Attempt 1

  • Tag No Answer / Voicemail.
  • Lead stays Working.
  • System schedules one new Call for +2 business days.

Attempt 2

  • If a usable email exists, the system creates an Email next business day.
  • If there is no usable email, it schedules another Call.

Attempt 3

  • The lead moves to Nurture.
  • No immediate new call is added automatically.