Under Settings > Sales meetings you shape what uman writes for your sales meetings and deals. Which tabs you see depends on your role:
Qualification: sales admins.
CRM report templates: sales admins, once your workspace's CRM is connected and switched on.
Templates: everyone with a Sales license.
Meeting assistant: sales admins. See Meeting assistant settings.
đĄ Your words may differ. uman uses the words of your CRM: with HubSpot you'll see deals, with Salesforce, Microsoft Dynamics, SAP Sales Cloud or Odoo opportunities.
đŻ Qualification frameworks
Your workspace's active qualification framework is what uman scores every deal against: the Score in your deals list and the Deal qualification (or Opportunity qualification) on each deal, with a tab per criterion. See Managing your deals. One framework is active at a time.
Create or change a framework
Go to Settings > Sales meetings > Qualification and click Add qualification. Give it a name and click Create. Or open an existing framework.
Under Criteria, click Add criterion. Each criterion has a Short code, a Name and a Prompt that tells uman what to look for in the deal's meetings and notes. Every criterion needs all three.
Click Save edits.
Test it on a deal before you use it: under Test on, pick a deal and click Generate. uman qualifies that deal with your criteria and shows the result as it would look on the deal. The deal needs at least one past meeting or note. Testing doesn't change the deal's score.
Make it the active framework
Click Set as active and confirm. The framework replaces the current active one for the whole workspace, and shows Active. A framework needs at least one criterion before you can make it active.
Copy as new qualification duplicates a framework, so you can work on changes without touching the active one.
Remove deletes a framework. The active framework can't be removed.
đ CRM report templates
A CRM report template shapes the note uman writes for your CRM after a meeting, the one you send with Push note on the meeting's follow-up. See How uman automates your sales follow up.
Click Create template.
Give it a name and write the prompt: how the report should be structured and what it should contain.
Under Test on, pick a meeting with a transcript or notes and click Generate to preview the CRM note.
Click Save.
Set as default: the default template is used for all new meeting reports. It shows Default template and can't be removed.
Remove deletes a template. This can't be undone.
Per team: a workspace admin can give a team its own template, in the team's CRM report template tab. That team's meetings then use it instead of the default. See Teams.
On a meeting's follow-up, anyone can still pick another Report template before pushing the note.
𧩠Templates
Templates shape the sales content uman creates for you: presentations, documents, emails, LinkedIn messages and call scripts. Everyone with a Sales license finds them under Settings > Sales meetings > Templates.
The list
Each template shows its Status (Active or Inactive), its Visibility (Workspace: everyone can use it, or Personal: only you), whether it's a Default, and when it was last updated. Sales admins also see a Teams column. Search, or filter on Status, Visibility and Type.
Add a template
Click Add template, then choose:
Create your own: give it a Name and Description, pick the Content format (Presentation, Document, Email, LinkedIn message or Call script) and click Next. Then write the Prompt and click Create template, or, for a presentation, upload a PowerPoint file. Sales admins also choose the Visibility: Personal or Workspace. Everyone else creates personal templates.
Add from library: pick a ready-made template and add it to your workspace.
From a template's menu: Edit & test, Duplicate, Activate or Deactivate, and Remove. You can change your own personal templates; workspace templates are changed by sales admins.
Defaults
A default template is included automatically when uman prepares or follows up a meeting. Click the Default column of a template and tick Meeting preparation, Meeting follow-up or both.
A template with Workspace visibility set as default is included for everyone in the workspace. Only sales admins can set these.
A template with Personal visibility set as default is included for you only.
Defaults per team
The Teams column shows which teams get a workspace template by default, and for which moment. A template that is already a workspace default applies to all teams. Changing the teams here takes a workspace admin, who can also do it from each team's Templates tab under Settings > Workspace > Teams. Team defaults come on top of the workspace defaults. See Teams.