Add a call or call snippet to the library

Adding calls and call snippets to the library keeps them organized and accessible, so you and your teammates can find important calls quickly. For example, if you've just finished a call with great objection handling, saving it in the library makes it easy to find when you want to revisit or share it.

Add a call to the library

1. Go to the call page and click Add to Library in the top right corner.

2. In the screen that opens, choose the folder you want to save the call in. You can also create a new folder. For more about folders, see this.

3. Add a note about the call you're adding. This note appears in the library, reminding you and your teammates why you've save the call.

4. Click ADD CALL. The call is now in the library folder you selected, and anyone with access to the folder will see it.

Add a call snippet to the library

Save part of a call, rather than the entire call, so it's easier and quicker to revisit the important parts.

1. Go to the call page and click under the call screen.

2. Yellow bars appear on the timeline below the call screen. Move the bars to highlight the part of the call you want to select.

3. In the open action menu, click Add to library.

4. In the screen that opens, choose the folder where you want to save the snippet. You can also create a new folder. For more about folders, see this.

5. Add a note about the snippet you’re adding. This note appears in the library, reminding you and your teammates why you’ve saved the snippet.

6. Click ADD CALL. The snippet is now in the folder you selected, and anyone with access to the folder will see it.