The Calls workspace turns dialing into a guided, two-step flow. You pick who to call, add a little context about why, and Ultragent does the rest. Your contact's company and any linked deal travel with the call, so you sound prepared from hello.
Start a new call
- In the left menu, open Calls.
- Click New Call in the top right.
- Search for the person you want to reach by name, company, or phone number.
- Click their name from the results to select them.
- Choose a Call Type: Sales Call, Follow-up, or Customer Service.
- If they have an open deal, pick it under Link to Opportunity so the call is tied to the right deal.
- Add a short Call Purpose, for example "Discuss proposal pricing" or "Follow up on demo."
- Click Call Now.
Tip
Add a one-line Call Purpose every time. It keeps you focused and helps Ultragent prepare a sharper summary afterward.
While you are on the call
Once the call connects, a live call panel appears at the top of the Calls workspace. It shows who you are speaking with, the current status, and a running timer so you always know how long you have been talking.
- Initiating: the call is being set up.
- Ringing: the line is ringing on the other end.
- Call in progress: you are connected and talking.
When you are finished, click End in the call panel. Ultragent closes the call and immediately begins preparing your notes and summary.
Find any call again
Every call lands in your call history on the left. Use the search box to find a call by name, or filter to In and Out to see inbound and outbound calls separately. Click any call to open its full details on the right.
Good to know
The stat cards at the top of the Calls workspace give you an at-a-glance count of your total calls, outbound, inbound, and connected calls.
What do I need before I can call a contact?
Just a phone number on their contact record. Add their number and you can call them right away — it only takes a moment.
Can I link a call to a specific deal?
Yes. When you set up the call, choose the deal under Link to Opportunity. The call is then attached to that deal's activity history, so the whole story stays in one place.
How can I tell whether the call is connecting?
The live call panel shows the status as it changes — Initiating, Ringing, then Call in progress — along with a running timer, so you always know exactly where things stand.
Where do I find a call I made last week?
Open Calls and look in your call history on the left. Search by name or filter to In and Out, then click any call to reopen its full details and summary.
Do I have to add a purpose before I dial?
No, it is optional, but a quick note about why you are calling helps you stay on track and gives you a sharper summary afterward.