Search Calls in a Deal
When reviewing a deal, I'd like to be able to search across calls in the deal for the same kind of keywords and filters. There's a real power being able to quickly search / see participants, where particular phrases and such are mentioned in the transcript across all of the calls knowing which calls and their portions I want to look at / listen to.
Similarly add deals as a filter in the calls.
3
votes
Ethan
shared this idea
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Ethan
commented
Once that's in place you could also click on a customer objection, topic discussed, win / loss factor, questions, etc from the other page and be taken to the calls for this deal with those as search criteria.
This would drive more understanding and action from the insights.