Calls

Call Card Overview

• Anatomy of a Call Card
• Interacting with the Call Card
• Action Panel Overview
• Topic / Keywords and Transcription
• Syncing Calls back to Salesforce

Search

• Basic Search
• Advanced Search
• Advanced Search Filters
• Filter Logic Explained
• Saved Search

Sharing

• Sharing - Internally
• Sharing - Externally

Action Panel

• Share
• Highlight
• Comment
• Scorecard
• Library
• Transcript

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