Advanced Search Filters

You can use multiple filters in a single search. The below are standard but your instance may include more depending on your integration.

Feedback reveals calls that have coaching requested.

Annotations allows you to filter to calls that have/don’t have Comments, Highlights and/or Voicenotes. Specify whether you left them, others, or not. 

Opportunity Price Point gives you the ability to filter based on price. In this example, the search will pull recordings where an opportunity is between $20000 and $40000.

Duration allows you to filter based on call length. In this example, the search will pull recordings that are more than 6 min long but less than 12 min long. 

Date gives you the ability to filter calls based on 1) a date range; 2) an exact date; 3) before date; 4) within a static range, i.e. past 7 days or past 30 days.

Feedback Requested Date, similar to the Date filter, gives you the ability to filter calls when feedback was requested. This is based on 1) a date range; 2) an exact date; 3) before day; 4) within a static range, i.e. past 7 days or past 30 days.

Voting allows you to search for calls that were deemed successful or unsuccessful by yourself and others. To rate the call, click either the thumbs up or thumbs down button on the call card.

This filter uses "OR" logic, meaning you can select more than one option. Selecting "Calls others rated as good/bad" expands to show additional options. These additional filters use radio button logic, meaning only one can be selected.

"Member of Team" or "Member of Department" is only visible to users who have view team, view department or view account permissions. Otherwise this entire option is hidden.

Title gives you the ability to search for call title. In this example, the search will pull recordings that contain "VP" in the title. 

 

Caller allows you to search for a specific manager or team as well as narrow down to individual reps.

Call Content gives you the ability to search for keywords on a given call. In this example, the search will pull recordings where the word "need" was said in the call.

 

Contact allows you to search for a specific prospect.

Company allows you to search the name of the company.

Call Stage gives you the ability to search for the prospecting status of the call. This filter is pulled directly from the integration (Outreach, InsideSales.com, etc).

Direction allows you to toggle down to specific types of calls. This is helpful in instances when an account is integrated with multiple tools.