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Adding multiple calls to folders at once?

  • 21 July 2021
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Hello, 

 

I created a folder in our library that is going to have all of our cold calls that led to demos, but we have hundreds. I know that when going into each recording I can add that one call to a folder, but is there a way to mass move calls into folders? Maybe doing it from a saved filter?

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Best answer by Brandon James 22 July 2021, 00:30

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Hi Matthew, 

 

Great question! Unfortunately this is not currently a feature we have.

 

However, I’ve worked with many customers who’ve had a similar desire in the past and they’ve been able to address their need through a Public Saved Filter:

 

 

Once you set this up with the appropriate criteria, your team can access all of those calls via the dropdown in the top left: 

 

So, in effect, its an auto-populated library folder that just happens to not live in the library.

 

You could even keep the folder you created in the library and manually curate snippets from the calls that this search returns to highlight specific moments, value statements and objection handling that helped turn these cold calls into booked Demos.

 

Let me know if you’d like me to walk you through pulling snippets out of calls to place in the library!

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