Setup steps
1
List required fields by workflow
A sales lead, support issue, booking request, emergency service call, and billing question usually need different fields. Do not force one universal form onto every call.
2
Separate notes from fields
Keep the natural-language summary for context, then write key fields like service type, urgency, location, email, preferred time, and next action into structured destinations.
3
Define record matching
Decide whether calls should match existing contacts by phone, email, account name, or another identifier before creating a new record.
4
Plan failure handling
If a required field is missing or the CRM rejects an update, preserve the summary and alert the owner so follow-up does not disappear.