Share

Share wins or or share calls to clients by clicking Share on the Action Panel.

A call can be shared internally to an ExecVision user or externally to an email address. See Sharing - Internally and Sharing - Externally for more information on functionality.

All calls shared internally will ping the recipient via email and land in their Shared with Me folder. Recipients receiving an external share will receive an email with the external link but the recording won't appear in the Shared with Me folder.

Internal Share

External Share

Both the sender and the recipient will receive emails saying a call has been shared, regardless if it is an internal or external share.

Sender email:

Recipient email:

Coaching Plans

Calls can also be added to existing coaching plans through the Sharing button. Select Sharing within the Action Panel to access the Coaching Plan pop-up.

The Coaching Plan section will only be available if the coach has created an existing plan for the specific rep.

Choose the related Coaching Plan and click Share. The call will automatically be added to the review meeting page within the the specified Coaching Plan.