One of the benefits of using PSAI phone numbers is that your phone calls and voicemails are automatically recorded and saved to a lead's file for future reference. To go back and listen to a call recording or a voicemail at any time, follow the instructions below.
1. Go to the Com Portal
After logging into your PSAI admin portal, navigate to the Com Portal.
2. Find the Lead
From the Com Portal, find the lead whose recording you'd like to listen to. You can use the search bar or filters to help you locate the lead faster.
Once you've located the lead, click on their name to open their engagement page.
3. Listen to the Recording
On the lead's engagement page, there are two ways to listen to the call recording or voicemail. First, you can listen directly from the dialogue box by simply pressing the play button.
Alternatively, you can click to expand the Contact Files panel in the right-hand column. Then click into the tab for Calls to view all of the call recordings and/or voicemails from this lead, each saved as an individual MP3 file and marked by the time and date of call.
Did you know? Any PSAI users that have access to leads in the Com Portal can listen to call recordings and voicemails. Learn more about PSAI user permissions here.
Call recordings are a great way to learn more about your customers, audit your team's performance, and train your sales reps or other staff on handling leads effectively. Explore some of our recommended best practices for call recordings here. (Link coming soon!)