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How to Record Calls in LeadSimple

Learn how to record calls that were made through LeadSimple.

Aimee avatar
Written by Aimee
Updated over 2 months ago

Recording calls is an incredibly useful training tool for monitoring how agents are interacting with leads. You might notice however that only some of your calls are being recorded. Read below to learn why and how to change this setting at any time.

Activate Call Recording

Go to the company page under settings.

Navigate to Phone settings.

Click on Call Recording Settings and review the call recording options.

  1. Do not record calls:

    • No calls will be recorded.

    • Note: Even if this option is selected, callers may still hear "this call may be recorded" if your LeadSimple-provisioned number has the default greeting. This does not mean the call is being recorded. [Learn more here].

  2. Record calls only in one-party consent states:

    • LeadSimple will record calls made to states where only one party on the call needs to be notified about the recording.

    • This explains why only some of your calls may be recorded depending on the location.

  3. Record all calls:

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 on the cloud icon. This opens an audio player from this page you'll click the three dots icon in the mp3 player to display the cloud icon/download button. Click that button and a download of the mp3 file will start.

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