There are many good reasons to share calls with customers. It's good practice to include a link to a call in a follow-up email, and if the prospect shares a call onwards, it's a good indication that a deal is moving forward. At the same time, you may not want the calls you share to be shared with just anyone, and you may not want them to be accessible for an unlimited period of time.
Permission to share calls is set in the permission profile. Restrictions on how long shared calls are accessible for, and who has access to them, are set in the Data protection & privacy page. Follow these steps to make sure people in your org are set up for call sharing.
Enable call sharing with customers in the Permission profile
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In your company settings page, click Permission profiles.
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Create a new profile, or edit an existing one.
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In the Call and email actions area, select Share calls with customers.
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Click UPDATE PROFILE.
Define default call share settings for your company
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In your company settings page, click Data protection & privacy.
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Scroll to the Share calls outside your company section. From here, you can set the default access period for viewing shared calls, set the amount of time someone can extend access for, and set whether customers are required to identify themselves in order to access the call:
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Require identification: People must identify themselves in order to access the call.
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Restricted: Only people who were specified when the call was shared can access the call.
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Click Save.