![]() You’ll have to agree to some terms and conditions the first time you do this. To initiate a Call Recording, open your Phone Settings and toggle on the Call Recording option. Existing call recordings will remain available when downgrading from Business to Starter or Basic Plans.Įither for training or review, Call Recordings are a helpful way to make sure you’re not missing context during calls. Call Recordings are stored for seven days on the Professional plan and stored indefinitely on the Business plan. If you’re on our Business or Professional plan, you can take advantage of Call Recordings. And if the number is unknown, you’ll be able to create a new Lead or assign it here as well. If there’s a voicemail left for you, you’ll be able to listen to it here. If you miss the call entirely, it will show up in your Inbox. Once you answer the call, you’ll be able to create a new lead. If the number is not known, you’ll see that indication as well. If you hang up on the call, it will continue to ring for other members. If you or someone on your team answers the call, it will stop ringing for other members of the group. If you’re the member of a Group Number, you’ll see the name of the group listed on the inbound call. If you're already on a call we will play a different ringing tone, but it's not possible to automatically mute it unless you press X on your keyboard or press x within the top-right to ignore the call. You’ll also have a Dialpad option in case your call goes to a routing system. While on a call, you’ll have the ability to mute your microphone by simply clicking the mute icon. If you need to go back and edit the notes of a call once it is complete, simply hover over the Call Note and click Edit. Once the call is completed and you’ve finished recording your notes, simply click Done on the Call Note. Also, a Call Note is automatically created and you can begin typing as needed.Īny time you’re on an active call, a Call Note will automatically open up and allow you to type. ![]() ![]() If your Lead picks up, you’ll see a call bar with the ability to mute your microphone, transfer the call, show a dial pad, drop a voicemail, as well as the current call duration and a button to hang up. You’ll see a call bar pop-up on the screen. Click the calling icon on the lead or individual contact to initiate a call. To call a lead, simply find the Lead in Close, and look for your calling icon. This will ensure greater reliability on your calling. It is best to, when possible, leave your audio settings set to System Default.
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