If there is a specific call you're trying to review but can't find it, we're here to help! There are three methods you can employ to locate a specific call.
1. Was it a call or meeting that you owned?
The best place to locate calls you've personally had is the My Recordings page. This page will showcase any recordings you own, and will also display your upcoming meetings.
On the left of your My Recordings page, you will see the most recent meetings you have had. You can click into them from here to review.
To the right, you will see upcoming calls -- both those that are scheduled to be recorded, as well as those that are not scheduled to be recorded. Quickly take a peak by hovering over the toggle button to proactively detect why the call may not be scheduled to record.
If you swore your call should have been recorded, click here to read more about how to find it, or click here to read about what needs to be in place for your calls to record properly.
2. Was it a call that someone on your team had?
The best way to locate calls made by a team-member would be to go to the Recordings page. Here you can filter by different criteria such as Team, specific Rep, Date, and deal stage at time of call.
Pro Tip: Click "Save View" on the far right if this is a search you frequently make.
3. Do you only remember a couple key words?
For searches that rely more on keywords such as customer name or name of the meeting, we recommend using the magnifying glass search function. It can be used to search for customer and prospect names, rep names, and even the title of your calendar meeting. Note: this view is currently in Beta and will be released soon!
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