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.

Coaching shows all the calls where reps have "raised their hands" and requested coaching. 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.

 

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 more customized filter is pulled directly from your integration point (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.

The below example is searching for all screen share calls from a Zoom integration.