How to Record Calls in LeadBooker

LeadBooker CRM  allows you to record your calls. Your Twilio account must be enabled to use this feature.

There are two types of users in the system:

A) Owner: If "Twilio Account" is enabled by the website owner, then the owner can record the calls as shown in the image below.

B) Team Member (Manager or Agent):

The owner has control to give Twilio access to Team Members.

i) Allowed with my Twilio account: In this option, team Members can use their owner's account. The owner has control to enable/disable the Call Recording feature for their Team Members. Every Team Member also has the option to disable recording while calling a Lead.

ii) Allowed with own Twilio account: In this option, a Team Member uses their personal Twilio account and has the choice to record a call. There is no involvement with the owner. It is their own decision about whether to record the call or not.