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Audio Recording for F2F Meetings

1. Feature Overview

Record the audio of face-to-face meetings through the LeadSquared mobile app. These recordings are automatically posted as an attachment in activities, against your leads. This will help managers review client meetings, and provide constructive feedback to sales users on how to improve the customer experience.

Note: This feature can be set-up only for default forms at present.

 

2. Set-Up

To enable this feature in your LeadSquared account, please send a mail to support@leadsquared.com with the list of activities for which you want this feature.

On the mail, include the custom message you want to show your user before recording starts. This message will help educate your users on the process they should follow while recording their customer meetings. You can also reach out to your Customer Success Executive, and they will help enable this feature.

Audio Recording

 

3. Process

3.1 Android

  1. On the mobile app, tap on a lead, open the Activity History tab and tap the Call Recording Add Activity button.
  2. From the list, select the default activity form you want to add. Once selected, the recording confirmation screen with the custom message will show up. This feature is only available for default forms, and not dynamic forms.
  3. When you click Begin Recording, you’ll be redirected to a screen where the recording starts.
    1. You can pause, stop, and restart the recording anytime on this screen.
    2. You cannot navigate to other screens on the LeadSquared mobile app when the conversation is being recorded.
    3. If you kill the app, switch off your device or logout of the app while the conversation is being recorded, you’ll lose everything that has been recorded until then on your Android device.
  4. If the permission popup appears, tap Allow.
  5. When you stop the recording, tap Upload. Once the activity form is filled up and submitted, the recording gets posted to the server.
    Note: If the activity is not posted due to some error (eg.: no internet, server error, etc) then the recording will be stored in the Pending Recordings section. You can then go back to this section and post the activity as per your convenience.
  6. If you log out of the application, then all the recordings in the Pending Recording section will be lost.
  7. The Activity audio recording can be applied to Activities that need to be posted on Task completion as well. If the task is marked incomplete and the recording is complete, but the activity has not been posted, then the recording is saved under Pending Recording, and the task will remain open.
  8. Once the Activity is created, you can listen to or download the recording from the app.

Audio Recording

Notes:

  • You can record the conversation even if your device is offline (not connected to the internet). The conversation is saved under Pending Recording.
  • If you exit this app and leave it running in the background, the recording will continue, and it will show up as a notification on your device.

Audio Recording

 

3.2 iOS

The steps on an iOS device are similar to that on Android.

The only point of difference is if you kill the app, switch off your device or logout of the app while the conversation is being recorded, whatever has been recorded up to then is saved in the Pending Recordings section.

Notes:

  • You can record the conversation even if your device is offline (not connected to the internet). The conversation is saved under Pending Recording.
  • If you exit this app and leave it running in the background, the recording will continue, and it will show up as a notification on your device.

Audio Recording

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!