Insights

Insights

Recording Page

When you first land on a recording page, you should see the media player and transcript on the left side ⬅️ and a list of clips on the right ➡️.

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Tabs for Recording Owners

Above the Popular Clips, you'll see a navigation bar with 5 tabs.

From left to right, the icons represent:

Details | Clips | Tags | Notes | Comments 📌

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Tabs for Recording Visitors

If you are NOT the owner of the recording, you'll see a navigation bar with 3 tabs.

You won't see the icons for Tags & Notes since those are specific to the owner of the recording.

From left to right, the icons are:

Details | Clips | Comments 📌

Details Tab Without Google Calendar & Salesforce Integration

ℹ️

If you've yet to set up any integrations beyond Zoom (e.g. Google Calendar & Salesforce) then the View Details tab will ONLY display Start Time & Organizer.

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Google Calendar & Salesforce Integration

BUT if you do integrate with Google Calendar and/or Salesforce, you will see additional context for the recording.

Click on the Details tab and you'll see:

  • Internal & External Attendees (from Zoom & Google Calendar)
  • Names & Titles for the External Attendees (from Salesforce)
  • List of Opportunities associated with the Account (from Salesforce).
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Salesforce Opportunity Change History

And if you hover over any of the opportunities, you can view recent change history for that opportunity:

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