Call Tracking update: Efficiently review calls in one sitting with One at a Time View

Our latest Call Tracking update is all about cutting clicks and accelerating workflows. Now, you can view calls one at a time — efficiently reviewing calls back-to-back in one sitting without having to navigate several clicks back to the call log.

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Whether you're skimming attribution or behavior details, classifying or qualifying calls on the fly, or simply listening to all call recordings, this new feature makes it easy to do it all. The added feature of auto-play will automatically play the next call, eliminating the clicks needed to dive into those valuable conversations — allowing you to review high volumes of calls in minutes.

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With One at a Time View comes another new feature: Annotations. It improves the way you review and take actions on these calls. So, what exactly does it help you do? Simple. Annotations allows you to add multiple notes on your call recordings for you or someone else to follow up on without the need of scanning the transcription.

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To get started, all you have to do is click on the time stamp you want to leave a note on, and then you’re done. And when a sales agent reviews the call, they can jump right to the flagged time stamp to get what they need ASAP.

By simplifying the way you annotate, Call Tracking gives you more time to be strategic with your business and less time in the weeds. How’s that for a better and easier way to work.

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The best part? You can now share individual calls with other team members or clients using CallRail. Simply copy and paste the link, and that lead, recording, and annotation are now ready for review!

To learn how to turn on One at a Time View and Annotations in your account, check out this support article for a step-by-step guide.

And if you’re using Conversation Intelligence on top of Call Tracking, you can also find automated transcripts, alongside Call Highlights (terms surfaced by CallRail) and spotted key terms (terms you’ve asked CallRail to identify) from the call listed above the transcript.

If you haven’t tried Conversation Intelligence, you’re not only missing key insights, patterns, and trends, but also wasting several hours reviewing those conversations. It’s a powerful tool that lets you know more about your leads and customers at-a-glance.

Conversation Intelligence works by taking your call recordings and automatically transcribing them into a readable, searchable transcript — saving you time and money. It can also help you fine-tune your digital ad strategies while helping you identify training opportunities to better coach your sales and customer service reps.

Interested in learning more about this tool and how it can help you? Then we invite you to start a FREE 14-day trial to experience the day-to-day improvements. And if you want more info on the benefits of this tool, check out this blog I wrote on how Conversation Intelligence gives you a clear picture of your leads.

As always, if you have any questions, don’t hesitate to reach out. Now let’s get back to working smarter, not harder.