Record phone calls

I need to record the next five sales calls for coaching. Set recording on for these contacts: Priya Sharma, Jen Lee, Lisa Chen, David Park, and Anita Gomez. Ensure recordings are attached to the correct contact and deal, and that the team can access them for review by Friday. Confirm consent was captured in each contact record before you save the file.

Before we enable call recording broadly, make it simple for reps and legal to trust the archive. Surface which contacts already have recorded-consent text in their record, flag calls where consent is missing, and show storage location plus retention policy. Highlight any recordings longer than 30 minutes and suggest which ones are worth tagging for coaching.

A rep just uploaded a call recording for Lisa Chen but there’s no consent note on her contact. I can’t decide whether to keep the file. Tell me the likely legal and team consequences of deleting versus keeping the recording, what to say to Lisa to retroactively request consent, and the fastest internal step to prevent this happening again.

We accumulate many recorded calls but coaches never find the useful ones because recordings lack context and tags. Propose a lightweight habit to make recordings discoverable: which three tags to require at upload, who should tag them, and a review cadence that keeps the coaching library useful without adding a heavy admin burden.