Lesson 63 · Understand your customers
How do I work on a call with my team?
Comments, notes, and the details around a recording.
You’ll be able to
- Discuss a call with your team
- Keep notes beside the recording
- Share a moment and organize the call
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Transcript
You can now work on a call with your team and keep notes, comments, and context together.
Open a recording. Participants shows who joined. Open the details to check the people and companies attached to the call.
Open Comments for the discussion around this recording. Your team can keep questions and follow-ups beside the call.
Mention a teammate with the at sign. Add the context they need, then post your comment when it is ready.
Open Notes. Choose Type manually to write meeting notes, or Select note to upload to bring in a text document.
In Transcript, hover a sentence and choose Copy Link. The link takes a teammate to that moment in the recording.
Use Tags and the call type to keep the recording organized. These labels give your team more context when they come back later.
Use Add to collection to keep this call with related recordings. Notes, discussion, and the original call stay connected.
Next up, shape the product areas your signals sort into.
