Copy & Paste All Notes in CallAction Conversation History
Ever wish you could copy all of your CallAction conversation history to share with others or simply paste it into your favorite CRM?
Some use cases for copying conversations.
Easily share the lead with a team member
Create a file trail of all text messages for compliance
Paste into a non-integrated CRM
We make it easy for you to copy your transcribed conversations and every detail you had with your contacts within the CallAction platform.
You can do this from two locations within the CallAction platform.
How to Copy Your Conversations for a Selected Contact
Login to CallAction
Click on Conversations in the top navigation bar
Search for the contact using the search bar
Click on the selected contact name to view the conversation history
Click on the ⚙ Gear icon in the top right
Click on Copy Conversation
Click on Copy to Clipboard Button
Done, the entire conversation history is now copied.
You can also copy to clipboard from your Contacts view with the following instructions.
Click on Contacts
Click on Details
Scroll to the bottom of the contact view
Click Copy to Clipboard button
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