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  • Understanding Consent and Recording Laws
    In the United States, there are some states that have laws that require you to notify all conversation participants that the conversation is being recorded. Several countries have similar laws.
    Last Updated 07/26/24

  • Reviewing Call Recordings and Transcriptions
    When viewed together, your list of calls and transcripts provides you with detailed information on who your sales team is contacting, and how effectively they are communicating.
    Last Updated 07/26/24

  • Configuring Sales Dialer Settings
    The Lead Gen & CRM Sales Dialer provides you with a way to place, record, transcribe, and analyze outbound calls from within the platform. The Sales Dialer will need to have certain aspects configured prior to taking advantage of its features.
    Last Updated 07/10/24

  • Using the Sales Dialer
    With the Sales Dialer, you can place outbound calls directly from a contact's record and access the call recordings and notes in the contact's Life of the Lead. You can save recordings of logged calls.
    Last Updated 08/22/24


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