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.
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Go to the call page and click Add to Library in the top right corner.
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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.
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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.
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Click ADD CALL. The call is now in the library folder you selected, and anyone with access to the folder will see it.
Save part of a call, rather than the entire call, so it's easier and quicker to revisit the important parts.
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Go to the call page and click
under the call screen.
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Yellow bars appear on the timeline below the call screen. Move the bars to highlight the part of the call you want to select.
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In the open action menu, click Add to library.
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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.
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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.
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Click ADD CALL. The snippet is now in the folder you selected, and anyone with access to the folder will see it.
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