Go to the Reports tab and select a who you want to report on (Me, All, a Specific Team or a Specific Individual)
Select any of the preset date ranges or enter in any date range
Click into any report to see the details. You can also edit the filters within each report
If requested all calls made through CRM will be automatically recorded
*Note for the 11 states that require two party verification the call will not be automatically recorded but you will be given the option to record
To view recordings click on the main Call icon then Recordings
Choose a date range and select View Recordings. You can also filter by Campaign (List Name), Session Name, First or Last Name or a Lead or Contact, Company Name or a Phone Number.
To play click the green play icon and the file will be downloaded for you to listen to
*Note you can sort the list by click on the arrows in the column header