Recording calls is an incredibly useful training tool for monitoring how agents are interacting with leads.

Activate Call Recording

Go to the company page under settings.

Review the various call recording options:

The first and last option are self-explanatory, the middle option refers to only recording calls to states where the law only requires that one party on the call be notified the call is being recorded. You can read more about call recording laws here and here.

Review Call Recordings

Call recordings can be found in the lead history for individual leads as well as the activity stream.

Lead History

Activity Stream

Download Call Recordings

To download call recordings, right click the cloud icon above the audio player and select save as on the cloud icon above the audio player to download the call recording.

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