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 with a dialer, CRM, or phone system.

Coaching

Shows all the calls where reps have "raised their hands" and requested feedback. Selecting "Coaching Requested" will show calls where a) users request coaching and b) when coaching is provided.

Annotations

Allows you to filter to calls that have/don’t have Comments and Highlights. 

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 between 6 to 12 minutes in length.

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.

The below example is a static range from the past 7 days.

Coaching Requested Date

similar to the Date filter, gives you the ability to filter calls when coaching 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.

The below example is pulling a list of coaching requested calls from an exact date of 09/13/2019.

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 item can be selected at a time.

"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. Multiple selections can be searched at once.

The below example is toggling on the team view and looking for all calls made by "ExecVision SDR Team." These team names are created and managed by the admin at the Admin Level.

 

Contact

Allows you to search for a specific prospect.

 

Keywords / Topics 

Give you the ability to search for Keywords and Topics on any given call. This helps to find calls where words are said or not said to maintain compliance or consistent call rhetoric. 

With the Keywords tab selected you can search for specific words within a call.

With the Topics tab selected you can search by Topics. Topics are groups of words that fall under a central theme set up in the Settings tab by Admins.

Select Mentioned to pull calls that contain the keyword or Topics.

Selecting Not Mentioned pulls calls where the keywords or Topics are not said.

by lets you distinguish between the person saying the Topic or keyword. These three options include:

• Anybody - Either the contact or the rep (caller) that says the word
• Rep - Pulls calls when the rep Mentions or does Not Mention the word or topic
• Contact - Pulls calls when the contact Mentions or does Not Mention the word or topic

Search for more than one keyword or topic at a time to help narrow down to a specific type of conversation.

The symbols next to the Topics/Keyword indicate who said it and if it was a keyword or topic. For example in the screenshot above the rep used words from the "What We Are" topic and said the word "Customization". While the Contact used words from the "Objection" topic.

All and Any lets you search for calls that contain all the keywords/topics you searched for or calls that contain any of the individual keywords/topics searched for. 

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 more customized filter is pulled directly from your integration (Outreach, XANT, Salesforce, 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.

 

Phone Dialed 

Allows you to search for calls based on the contact's phone number. This new enhancement to Phone search is only available upon request. Contact your Customer Sucess manager for details. See below for default Phone field.

Country: search based on country of origin. The United States of America is set as the default country setting.

Area:  search for calls based on their area code.

Prefix: search for calls using the Exchange Code of the phone number.

Line: search for calls using the Subscriber Number. 

Utilize all four fields to narrow down your search to a specific number.