Task Settings

Configure the options your agents use when logging and completing calls in Getlead CRM: call statuses, outcome types and feedback templates.

Call Statuses

The outcome you tag on a call (e.g. Connected, No Answer, Callback Requested).

Click + Add Status.

Set the name, a sort order, and the outcome type (e.g. Successful).

Click Create — the status joins the list.

Pre-written notes agents can pick when completing a call.

Click + Add Template, then enter a name and the template content.

Click Create Template — a success toast confirms and the template appears as Active.