Linking a recording to a CRM record

Link it to a company, contact or deal

Link a recording to a company, a contact, a deal — or more than one of those at once — so it's connected to the CRM record it was actually about: name the deal when you ask emily to start recording, or ask her to link it afterwards on WhatsApp or on a call. See companies, contacts and deals for those records themselves.

It shows up in a Meetings section

Once linked, the recording plays back in a Meetings section on that company, contact or deal's page, transcript included, alongside whatever else is on the record.

Asking emily to put a recording on a deal is a different route with a different destination: that one lands in the deal's Attachments instead — see attachments on a deal.

Next: back to recording and transcribing

See recording and transcribing for making the recording this all starts from.