How To Listen To Recorded Calls In Profit Dial

Profit Dial has the option to allow you to record calls for both your Business lines, and Information Hotlines. Call recording can be used for different reasons. The recorded calls can be used for training purposes, they can be used to capture missed or forgotten details, or to improve a service or product based on feedback provided by customers during the call. Once you have enabled call recording, listening to a recorded call inside REI BlackBook is easy. 

  1. After logging into your REI BlackBook account, click on Marketing and select Inbox under Profit Dial from the drop down menu. 

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  2. Once you are in your Profit Dial inbox, click on Recordings on the side bar, to access of the recorded calls. All recorded calls will have the tape icon as seen below. Click on the one you would like to listen to. Note: Incoming calls are denoted with blue arrows, and outgoing calls with orange arrows.   

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  3. After clicking on the tape icon of the recording you want to listen to a box will pop up to play the actual recording. In the box click on the play button as shown below. Note: You can download recorded calls as well. To download the recording click on the download icon

    Call_Recording.png

 

The other way you can listen to recorded calls is by finding the recording in the contact record in your CRM. Follow the instructions below to learn how to access the recordings through the contact record. 

  1. From your main dashboard, click on Contacts to access your CRM. 

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  2. From your list of contacts, select the contact whose recorded calls you would like to hear by clicking on the contact's name

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  3. If there are any recorded calls for this contact they will be displayed by the tape icon under the Recent Activity Tab as seen below. Click on the tape icon to listen to the recorded call. 

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  4. After clicking on the tape icon of the recording you want to listen to a box will pop up to play the actual recording. In the box click on the play button as shown below. Note: You can download recorded calls as well. To download the recording click on the download icon

    Call_Recording.png

 

Listening to recorded calls has several different benefits, and you now know how you can access the recordings for calls. If you have any questions or concerns about the information above please contact us at support@reiblackbook.com

 

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