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Call Recording

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Users will be able to listen to and keep track of each call that was made with a lead.  They will be able to access their call history within inFlow and listen to previous recordings from there.  Users can listen to their Outbound Calls (article) as long as the call was initiated through click-to-call.  To record with inBound and Direct calls, Insellerate must have 3rd party phone integration set up for your organization.

Where to find Call Recordings

Call recordings can be found under a lead’s Call Activity.  To access Call activity, user must be within inFlow with a lead selected.

Expand the Call Activity section to track history of calls that were made.  Users can click the calls that are blue under “Talk Time” to listen to that specific call recording.

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