User Recording Management is where users can manage their incoming and outgoing voicemail greetings. It's located in the first subtab of the main DS User tab in your CRM, with the icon that looks like a microphone. You can locate the DS User tab by searching for it in the App Launcher in SFDC.
Note: You have to be connected to Conquer Voice in order to record and listen to the recordings.
Voicemail Drop-Ins
There are multiple sections in the Recordings Management tab. Voicemail Drop-In allows you to record a message to leave on a prospect's answering machine.
Voicemail Greetings
Voicemail Greetings are used for Inbound. An inbound caller will hear your Voicemail Greeting if you aren't able to answer the call and it goes to voicemail. If you have your own inbound line, you'll need to record one of these:
Note: Your new recording needs to be assigned by your system administrator.
Inbound Greetings
Inbound Greetings are also used for Inbound. This greeting will be played for an inbound caller before they hear the hold music. If you have an inbound line, you'll want to record one of these as well.
Your new recording needs to be assigned by your system administrator.
Creating a New Recording
To create a new recording, first, connect to Conquer Voice by clicking the “Connect’ button. Next, navigate to the DS User tab in your CRM. Then, scroll to the “New Recording” section at the bottom of the screen. Give the recording a name select the appropriate type from the drop-down menu:
Once you click the Submit button, you’ll receive a prompt through your phone: “Please leave your message after the tone. When finished, hang up or press the pound key.” Record your message the way you want it to sound when your client hears it. Maximum recording length is 180 seconds.
Note: Both hanging up and pressing # will save your recording, but we recommend pressing # so that your Conquer Voice connection won’t end.
After saving your recording, refresh your page and your new recording will appear in the appropriate section.
Once you have a recording in Conquer Voice, you can listen to it to make sure it sounds perfect! To listen to a recording, connect to Conquer Voice and click the “Play” button. The recording will play through your phone. To delete a recording, check the box on the left and click the “Delete” button. To mark a non-Global recording as Global (or to mark a Global recording as non-Global), check the box on the left and click “Toggle Global Flag.”
Note: If you are unable to delete a recording, it is typically due to recording still being in use which means you will need to reach out to your system administrator to un-assign the recording first.
To rename a recording, double click the name, enter the new name, and press Enter to save the new name.
Global Recordings
A recording that’s marked “Global” will be available to all users at your company. A recording that is not marked Global will only be available to the person who recorded it.
Comments
2 comments
Is this feature available for Saleforce Lightning?
Yep, it sure is! Sorry for the delay, Kayla.
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