π Where to find it: (at the end of an answered call) "Call outcome" window
At the end of a call you took, a small window lets you log what happened and sort the contact (folder, pipeline stage, note) in a single step.
How it works
When an answered call ends, Madyis Hub shows a wrap-up card. You choose an outcome (answered, voicemail, no answer, to call back), you can move the contact into a folder, change their stage in the "Leads" pipeline, and add a note. Each action is independent: you fill in what you want, or you click "Skip". The note is added as a private note in the conversation.
Step by step
- End a call you answered.
- In the "Call outcome" window, select the outcome.
- If needed, choose a contact folder and/or a pipeline stage.
- Add a free-text note, then click "Save" (or "Skip" to ignore).
Good to know
- The stages offered come from your real "Leads" pipeline: create your stages beforehand to find them here.
- This card only appears for calls actually answered, not for a transferred call you handed off to a colleague.
- The note is private: it stays visible to your team, not to the customer.