Overview:

Each setting at the company level is a simple Yes or No toggle. This allows for straightforward customization of your team’s phone behavior. You’ll review and adjust each setting based on your workflow and compliance requirements.

Accessing the Phone Settings

Open your ProLine account.
Tap the hamburger menu (☰) in the top-left corner.
Scroll down and select Company Settings
Click on the Phone tab

Phone Settings

1. Completed Call Note Prompt

Setting: Enable prompt to add a note after a call. This prompt will show up on your mobile app.

Use Case: Helpful for SDRs and/or sales representatives to make note of important insights immediately after a call.
Consideration: If this becomes disruptive or redundant for your workflow, you may want to disable it.

2. Recording Outgoing Calls

Setting: Record outbound calls automatically

Use Case: Great for quality assurance, training, and reviewing client interactions.

3. Recording Incoming Calls

Setting: Record inbound calls automatically

Use Case: Useful for support teams or sales to review conversations.

4. Record Alert for Incoming Calls

Setting: Play automated alert to caller for incoming call recording

Use Case: Required in certain jurisdictions to notify the caller that the call is being recorded.
Example Prompt: “This call may be recorded for quality or training purposes.”

Compliance Responsibility

While the system gives you full flexibility, it’s your responsibility to comply with the legal requirements in your country, state, or province. Laws vary, and some jurisdictions require both parties to consent to recording.