Recording your calls for future reference is an invaluable tool, especially in environments where team members share the responsibility of communicating with clients or managing sales. Even if you’re working solo, having a recorded archive of conversations can be a lifesaver if you need to recall specific details from a discussion with a client.
Steps to Enable Call Recording
Access Your Settings: Begin by navigating to the Settings menu, located at the bottom left of your screen. From there, locate the section labeled Phone Numbers.
Modify Your CRM Number: Click on the three-dot menu next to your CRM number and select the "Edit Configuration" option. This will allow you to turn on the call recording feature.
Activate Call Recording: To start recording calls, check the corresponding box. In the highlighted text box area within the interface, you can input an automated message that will be played to the receiver, notifying them that the call is being recorded. For example, your message could be, “This call is being recorded for quality assurance.” You have full control over the content of this message, or you can opt out entirely by deleting the text and leaving the box blank. Don’t forget to click "Save" after making your adjustments.
Important Note
Always ensure you are in compliance with local laws regarding the recording of phone calls, as regulations can vary by state.
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