Saving calls and call snippets in 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, sharing it in the library makes it easy to find when you want to revisit it or share it with your manager.
-
Go to the call page and in the top left corner, select Add to Library.
-
In the screen that opens, choose a folder for saving your call in. You can also create a new folder. For more about folders, see this.
-
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.
-
Click ADD. The call is now in the library folder you selected, and anyone with access to the folder will see it.
Rather than saving an entire call to the library, you can save part of a call, making it easier and quicker to revisit a specific moment in the call.
-
Go to the call page and click the Scissors icon. Two yellow bars will appear on the timeline below the scissors, and an action menu will appear above it.
-
Move the yellow bars to the parts of the call you want to snip.
-
Click Add to library.
-
In the screen that opens, choose a folder where you want to save your snippet. You can also create a new folder. For more about folders, see this.
-
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.
-
Click ADD. The snippet is now in the library folder you selected, and anyone with access to the folder will see it.