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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 a week 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.

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

The first option is self explanatory. If this is selected, no calls will be recorded.*

*Note: Even if "Do not record calls." is selected, callers will still hear "this call may be recorded" if your LeadSimple provisioned number has the default greeting. This does not mean that calls are being recorded. See more about this here.

What the second option means is that LeadSimple will only record calls made to states where the law only requires that one party on the call be notified the call is being recorded. If this is selected, this is why only some of your calls are being recorded.

If you choose the third option, to record all calls, it is your responsibility to notify the other party that 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 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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