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.

Review Call Recordings

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

Download Call Recordings

To download call recordings, click "Listen to Recording". This opens the audio player which has a cloud icon/download button. Click that and a download of the mp3 file will start.

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