Which CRM settings must stay on for CloseMagnet?
Download MarkdownThree settings in your LeadAttractor CRM are load-bearing:
Three settings in your LeadAttractor CRM are load-bearing:
- Call Recording gives every answered call a playable recording in Coaching.
- Call Transcription gives every answered call a transcript, which is what makes a call coachable and scoreable. A call with no transcript cannot be coached.
- The sender user is the active LeadAttractor user your blasts, transaction emails, and contracts send as. Keep it active, or those sends can fail.
Set recording and transcription under LeadAttractor Settings -> Phone Numbers (or Phone System). Both must be on for full Coaching. They apply going forward and do not retroactively transcribe older calls.
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