Setup steps
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.
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.
Define record matching
Decide whether calls should match existing contacts by phone, email, account name, or another identifier before creating a new record.
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.