Sandy H.
The recording feature is beneficial
The recording feature is beneficial to both understanding and verifying the data and for use in sales training. It helps to be able to mark the call as a lead, or not a lead, for follow up purposes. I realize the way a phone is set up, is how the name of the lead is formatted, but it's the only imperfect part of the process I can find.
Response from CTM (formerly CallTrackingMetrics)Nov 21, 2017
Hello Sandy, Thank you for your review! In regards to your comment about the phone set up and how the name of the lead is formatted, are you referring to the caller ID information? If so, I wanted to make certain that you knew that you could open up the record and update/change any of the information on the call record. You can click on the record or click on edit to revise the record. Please let us know if you have any questions!