<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Annotate and Review Key Moments in Any Call</h1><strong>

<div>
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    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/if6laxbbtm73?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
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<p data-start="208" data-end="347">Learn how to capture insights, flag follow-ups, and highlight coachable moments by adding annotations to your calls.</p>

<ol data-start="349" data-end="988">
 	<li data-start="349" data-end="468">
<p data-start="352" data-end="468">In any conversation, scroll down to open the Annotations tab, where you can search, create, and review call notes.</p>
</li>
 	<li data-start="469" data-end="629">
<p data-start="472" data-end="629">Use the search bar to enter a keyword and instantly jump to that moment in the transcript, making it easy to locate the exact section you want to annotate.</p>
</li>
 	<li data-start="630" data-end="712">
<p data-start="633" data-end="712">Click the <strong data-start="643" data-end="655">Annotate</strong> button to highlight key moments from the conversation.</p>
</li>
 	<li data-start="713" data-end="824">
<p data-start="716" data-end="824">Write your annotation, add relevant tags, and click <strong data-start="768" data-end="776">Save</strong> to capture your insight for future reference.</p>
</li>
 	<li data-start="825" data-end="988">
<p data-start="828" data-end="988">All saved annotations appear in the Annotations tab and are accessible to your team, improving visibility and enabling more effective, collaborative coaching.</p>
</li>
</ol>

How to Annotate and Review Key Moments in Any Sales Call | Interactive Demo

Capture and tag key call insights using annotations in Conversation AI. Highlight follow-ups, add coaching notes, and collaborate with your team.

How to Annotate and Review Key Moments in Any Sales Call | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-annotate-and-review-key-moments-in-any-call-demo.jpg

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How to Annotate and Review Key Moments in Any Sales Call

Revenue.io is the Salesforce-native Revenue Orchestration Platform, unifying dialers, guided selling, call tracking, conversation intelligence, and AI agents to drive performance before, during, and after every sales call.

Revenue.io

Revenue.io powers high-performing Salesforce teams with real-time guidance, sales automation, and AI agents. As the #1 Salesforce-native revenue orchestration platform, Revenue.io helps reps accelerate pipeline, improve forecasts, coach smarter, and save hours every week, with tools trusted by companies like HPE, Nutanix, and Amazon. The Revenue.io platform combines sales engagement, lead response, AI-powered coaching, conversation intelligence, and intelligent Salesforce dialing, enabling reps to go from first call to closed-won faster and more predictably. Founded in 2013 and headquartered in Los Angeles, Revenue.io is backed by Goldman Sachs, Bryant Stibel, and Palisades Capital. Learn more at www.revenue.io

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<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Power Through Salesforce Lead Lists with DialNext</h1><strong>

<div>
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  </div>
</div>

<p data-start="198" data-end="393">Use DialNext to call through your Salesforce lead lists quickly. This automatically queues the next contact, allowing you to stay focused, efficient, and productive with every dial.</p>

<ol data-start="395" data-end="1107">
 	<li data-start="395" data-end="457">
<p data-start="398" data-end="457">Open the <strong data-start="407" data-end="419">Settings</strong> menu in RingDNA to enable DialNext.</p>
</li>
 	<li data-start="458" data-end="517">
<p data-start="461" data-end="517">Toggle the <strong data-start="472" data-end="491">DialNext Caller</strong> setting from Off to On.</p>
</li>
 	<li data-start="518" data-end="717">
<p data-start="521" data-end="717">Go to Salesforce and click the <strong data-start="552" data-end="580">Revenue.io Click-to-Call</strong> icon on any record in your list view. This opens the record in RingDNA, and the next contact in the list will be automatically queued.</p>
</li>
 	<li data-start="718" data-end="818">
<p data-start="721" data-end="818">Click <strong data-start="727" data-end="740">Dial Next</strong> to start the call. Use the arrows to move forward or back through the list.</p>
</li>
 	<li data-start="819" data-end="951">
<p data-start="822" data-end="951">When you reach the final record, a red <strong data-start="861" data-end="876">End of List</strong> button will appear, signaling that you&#8217;ve completed your call sequence.</p>
</li>
 	<li data-start="952" data-end="1107">
<p data-start="955" data-end="1107">Click <strong data-start="961" data-end="981">DialNext Preview</strong> to open the next record in RingDNA without dialing immediately, giving you a chance to review details before making the call.</p>
</li>
</ol>

How to Power Through Salesforce Lead Lists with DialNext | Interactive Demo

Use DialNext in RingDNA to auto-queue Salesforce leads. Call faster, stay focused, and finish lead lists efficiently with one-click dialing.

How to Power Through Salesforce Lead Lists with DialNext | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-power-through-salesforce-lead-lists-with-dialnext-demo.jpg

How to Power Through Salesforce Lead Lists with DialNext

https://www.revenue.io/revu/power-through-salesforce-lead-lists-dialnext

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Optimize Your Screen for Real-Time Coaching with Moments™</h1><strong>

<div>
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  <div class="sl-embed" style="position:relative;padding-bottom:calc(56.32% + 25px);width:100%;height:0;transform:scale(1)">
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  </div>
</div>

<p data-start="134" data-end="310">Set up your workspace for peak efficiency with the <a href="https://www.revenue.io/moments#tag=nav">Moments™</a> panel. Monitor real-time insights and coaching prompts, whether you’re on one screen or two.</p>

<ol data-start="312" data-end="1024">
 	<li data-start="312" data-end="457">
<p data-start="315" data-end="457">Start by splitting your screen between the RingDNA Dialer and Salesforce. Once your call begins, the Moments™ panel will automatically appear.</p>
</li>
 	<li data-start="458" data-end="665">
<p data-start="461" data-end="665">For a single-screen setup, position Salesforce on the right and the RingDNA Dialer on the left. Then click the <strong data-start="572" data-end="583">Moments</strong> button in the Dialer to open the real-time coaching pop-up alongside your call.</p>
</li>
 	<li data-start="666" data-end="842">
<p data-start="669" data-end="842">If you’re using a dual-monitor setup, consider moving Salesforce to another window. Then open a new browser tab and go to <strong data-start="780" data-end="802">moments.revenue.io</strong> to launch the standalone Moments app.</p>
</li>
 	<li data-start="843" data-end="1024">
<p data-start="846" data-end="1024">With Moments and the Dialer on one screen, and Salesforce on the other, you’ll have a clean, high-visibility layout. This is ideal for real-time coaching and effective call execution.</p>
</li>
</ol>

How to Optimize Your Screen for Real-Time Coaching with Moments™ | Interactive Demo

Learn how to set up your screen layout for real-time coaching with Moments™. Maximize visibility and efficiency with one or two monitors.

How to Optimize Your Screen for Real-Time Coaching with Moments™ | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-how-to-optimize-your-screen-for-real-time-coaching-with-moments-demo.jpg

How to Optimize Your Screen for Real-Time Coaching with Moments™

Learn how to set up your screen layout for real-time coaching with Moments&trade;. Maximize visibility and efficiency with one or two monitors.

How to Optimize Your Screen for Real-Time Coaching with Moments&trade; | Interactive Demo

How to Optimize Your Screen for Real-Time Coaching with Moments&trade;

https://www.revenue.io/revu/optimize-screen-for-real-time-coaching-moments

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Use SMS Templates in RingDNA for Faster Messaging</h1><strong>

<div>
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<p data-start="226" data-end="415">Save time and keep messaging consistent with SMS templates in <a href="https://www.revenue.io/dialer-for-salesforce#tag=nav">RingDNA</a>. Insert pre-built messages in seconds to follow up, remind, or engage contacts more efficiently.</p>

<ol data-start="417" data-end="1142">
 	<li data-start="417" data-end="508">
<p data-start="420" data-end="508">Navigate to the <strong data-start="436" data-end="452">Messages Hub</strong> to begin using SMS templates for quick communication.</p>
</li>
 	<li data-start="509" data-end="595">
<p data-start="512" data-end="595">Open a <strong data-start="519" data-end="537">message thread</strong> with a lead or contact to start composing your message.</p>
</li>
 	<li data-start="596" data-end="682">
<p data-start="599" data-end="682">Click the <strong data-start="609" data-end="626">plus (+) icon</strong> to access SMS Templates and browse available options.</p>
</li>
 	<li data-start="683" data-end="799">
<p data-start="686" data-end="799">Review the <strong data-start="697" data-end="720">pre-built templates</strong> to choose a message that matches your intent, from follow-ups to reminders.</p>
</li>
 	<li data-start="800" data-end="880">
<p data-start="803" data-end="880">Use the <strong data-start="811" data-end="825">search bar</strong> to find the right template for your message quickly.</p>
</li>
 	<li data-start="881" data-end="1025">
<p data-start="884" data-end="1025">After selecting a template, your message will be <strong data-start="933" data-end="946">preloaded</strong>, ready to send as is, or you can make quick edits before clicking <strong data-start="1014" data-end="1022">Send</strong>.</p>
</li>
 	<li data-start="1026" data-end="1142">
<p data-start="1029" data-end="1142">Your SMS template message is now sent and <strong data-start="1071" data-end="1094">instantly delivered</strong> to your contact, streamlining your outreach.</p>
</li>
</ol>

How to Use SMS Templates in RingDNA for Faster Messaging | Interactive Demo

Simplify your communication with SMS templates in RingDNA. Quickly insert pre-built messages for faster, more consistent messaging with leads and contacts.

How to Use SMS Templates in RingDNA for Faster Messaging | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-use-sms-templates-in-ringdna-for-faster-messaging-demo.jpg

How to Use SMS Templates in RingDNA for Faster Messaging

https://www.revenue.io/revu/sms-templates-ringdna-messaging

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Review Call, Email, and Message Activity in RingDNA</h1><strong>

<div>
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  <div class="sl-embed" style="position:relative;padding-bottom:calc(56.32% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/xlu10cxcwbg4?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>

<p data-start="229" data-end="402">Stay informed and prepared by reviewing all your call, email, and message history directly in RingDNA. There is no need to switch tabs or dig through records.</p>

<ol data-start="404" data-end="1630">
 	<li data-start="404" data-end="582">
<p data-start="407" data-end="582">In the <a href="https://www.revenue.io/dialer-for-salesforce#tag=nav">RingDNA Dialer</a>, you’ll see two tabs at the top. It defaults to <strong data-start="477" data-end="488">Details</strong>, showing key contact info. You can keep Salesforce open alongside RingDNA for full context.</p>
</li>
 	<li data-start="583" data-end="727">
<p data-start="586" data-end="727">Click the <strong data-start="596" data-end="608">Activity</strong> tab to see a complete history of past interactions with the lead or contact, including calls, emails, and messages.</p>
</li>
 	<li data-start="728" data-end="852">
<p data-start="731" data-end="852">Click the <strong data-start="741" data-end="757">message icon</strong> to view the full message thread with the contact. This is perfect for reviewing past conversations.</p>
</li>
 	<li data-start="853" data-end="970">
<p data-start="856" data-end="970">Use the filter option to sort activities by type. Quickly surface call logs, email history, or message threads.</p>
</li>
 	<li data-start="971" data-end="1117">
<p data-start="974" data-end="1117">This works for both contacts and leads. Open any record, switch to the <strong data-start="1046" data-end="1058">Activity</strong> tab, and view all your logged interactions in one place.</p>
</li>
 	<li data-start="1118" data-end="1229">
<p data-start="1121" data-end="1229">Access emails and messages directly in the same view, offering a centralized location for quick follow-up.</p>
</li>
 	<li data-start="1230" data-end="1373">
<p data-start="1233" data-end="1373">Outbound calls longer than 90 seconds trigger an AI-generated smart summary. You can review the summary instead of re-listening to the full call.</p>
</li>
 	<li data-start="1374" data-end="1520">
<p data-start="1377" data-end="1520">Click the <strong data-start="1387" data-end="1402">green arrow</strong> to view contact details and activity side by side. The layout automatically updates as you switch between contacts.</p>
</li>
 	<li data-start="1521" data-end="1630">
<p data-start="1524" data-end="1630">Click the <strong data-start="1534" data-end="1555">green play button</strong> next to any call to play the recording for review or coaching instantly.</p>
</li>
</ol>

How to Review Call, Email, and Message Activity in RingDNA | Interactive Demo

View all call, email, and message history in RingDNA from one place. Quickly access activity logs, recordings, and AI summaries.

How to Review Call, Email, and Message Activity in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-review-call-email-and-message-activity-in-ringdna-demo.jpg

How to Review Call, Email, and Message Activity in RingDNA

https://www.revenue.io/revu/review-call-email-message-activity-ringdna

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Send and Receive SMS Messages in RingDNA</h1><strong>

<div>
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  </div>
</div>

<p data-start="216" data-end="372">Manage text conversations directly in RingDNA. Send messages, receive replies, and stay connected without ever leaving your workflow.</p>

<ol data-start="374" data-end="1034">
 	<li data-start="374" data-end="490">
<p data-start="377" data-end="490">Open the <strong data-start="386" data-end="403">Messaging Hub</strong> to access all your SMS conversations. This includes received messages and sent replies.</p>
</li>
 	<li data-start="491" data-end="610">
<p data-start="494" data-end="610">Click the <strong data-start="504" data-end="516">Dial Pad</strong> to send a new message. Enter the recipient’s number, type your message, and click <strong data-start="599" data-end="607">Send</strong>.</p>
</li>
 	<li data-start="611" data-end="751">
<p data-start="614" data-end="751">Alternatively, type the number directly into the dialer, then click <strong data-start="682" data-end="689">SMS</strong> to start your message. This is great for quick, direct outreach.</p>
</li>
 	<li data-start="752" data-end="849">
<p data-start="755" data-end="849">Explore your <strong data-start="768" data-end="780">Contacts</strong> database to find existing leads or contacts you’d like to message.</p>
</li>
 	<li data-start="850" data-end="934">
<p data-start="853" data-end="934">Click the <strong data-start="863" data-end="879">message icon</strong> next to any contact to initiate an SMS conversation.</p>
</li>
 	<li data-start="935" data-end="1034">
<p data-start="938" data-end="1034">Write your message in the text box and click <strong data-start="983" data-end="991">Send</strong> to deliver it instantly through RingDNA.</p>
</li>
</ol>

How to Send and Receive SMS Messages in RingDNA | Interactive Demo

Easily send and receive SMS in RingDNA. Use the Messaging Hub or Dial Pad to stay connected without leaving your workflow.

How to Send and Receive SMS Messages in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-send-and-receive-sms-messages-in-ringdna-demo.jpg

How to Send and Receive SMS Messages in RingDNA

https://www.revenue.io/revu/send-and-recieve-sms-ringdna

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Send and Receive MMS in RingDNA</h1><strong>

<div>
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  </div>
</div>

<p data-start="208" data-end="387">Use MMS in RingDNA to send and receive images, videos, and other media files. Enhance communication with visual content. Revenue makes this easy to do without leaving your workflow.</p>

<ol data-start="389" data-end="913">
 	<li data-start="389" data-end="546">
<p data-start="392" data-end="546">In the <strong data-start="399" data-end="411">Messages</strong> tab, send and receive MMS messages by sharing images or media directly with your leads and contacts for more engaging conversations.</p>
</li>
 	<li data-start="547" data-end="643">
<p data-start="550" data-end="643">Click the <strong data-start="560" data-end="577">plus (+) icon</strong> in the message window to attach an image or media file via MMS.</p>
</li>
 	<li data-start="644" data-end="741">
<p data-start="647" data-end="741">Select the file you want to share and click <strong data-start="691" data-end="699">Open</strong> to instantly attach it to your message.</p>
</li>
 	<li data-start="742" data-end="827">
<p data-start="745" data-end="827">Confirm your media has uploaded, review the file details, and get ready to send.</p>
</li>
 	<li data-start="828" data-end="913">
<p data-start="831" data-end="913">Click <strong data-start="837" data-end="845">Send</strong> to deliver your message and attachments directly to your contact.</p>
</li>
</ol>

How to Send and Receive MMS in RingDNA | Interactive Demo

Easily send and receive MMS in RingDNA. Share media files like images and videos directly in your messages for more engaging conversations.

How to Send and Receive MMS in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-send-and-receive-mms-in-ringdna-demo.jpg

How to Send and Receive MMS in RingDNA

https://www.revenue.io/revu/send-and-recieve-mms-ringdna

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Disposition Calls in RingDNA</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
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    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/82lrefitxioj?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>

<p data-start="221" data-end="406">Accurately log every call outcome using dispositions in RingDNA. Keep your activity organized and automatically synced with Salesforce.</p>

<ol data-start="408" data-end="1381">
 	<li data-start="408" data-end="502">
<p data-start="411" data-end="502">After each call, a <strong data-start="430" data-end="449">reminder banner</strong> appears prompting you to enter a call disposition.</p>
</li>
 	<li data-start="503" data-end="592">
<p data-start="506" data-end="592">Open the <strong data-start="515" data-end="529">Call Tools</strong> tab to access the disposition form and complete the process.</p>
</li>
 	<li data-start="593" data-end="712">
<p data-start="596" data-end="712">Add a <strong data-start="602" data-end="617">disposition</strong>, call <strong data-start="624" data-end="634">rating</strong>, post-call <strong data-start="646" data-end="655">notes</strong>, or even use a template to summarize the conversation.</p>
</li>
 	<li data-start="713" data-end="841">
<p data-start="716" data-end="841">Choose a disposition like <strong data-start="742" data-end="761">Follow Up Later</strong>, <strong data-start="763" data-end="779">Wrong Number</strong>, or <strong data-start="784" data-end="799">Meeting Set</strong> to accurately capture the call outcome.</p>
</li>
 	<li data-start="842" data-end="941">
<p data-start="845" data-end="941">Insert <strong data-start="852" data-end="878">team-created templates</strong> for efficient summaries and consistent follow-up procedures.</p>
</li>
 	<li data-start="942" data-end="1093">
<p data-start="945" data-end="1093">Click <strong data-start="951" data-end="959">Save</strong> to log your notes and disposition, automatically syncing all details to the <strong data-start="1037" data-end="1052">Description</strong> field of the Salesforce Call Activity.</p>
</li>
 	<li data-start="1094" data-end="1203">
<p data-start="1097" data-end="1203">On the Salesforce <strong data-start="1115" data-end="1133">contact record</strong>, click the call you just logged to view the full notes and outcome.</p>
</li>
 	<li data-start="1204" data-end="1381">
<p data-start="1207" data-end="1381">On the <strong data-start="1214" data-end="1229">Task record</strong> in Salesforce, you’ll find complete disposition details and a clear activity history, giving full visibility into what happened and what comes next.</p>
</li>
</ol>

How to Disposition Calls in RingDNA | Interactive Demo

Learn how to disposition calls in RingDNA. Log outcomes, add notes, and sync details to Salesforce automatically for better tracking and follow-up.

How to Disposition Calls in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-how-to-disposition-calls-in-ringdna-demo.jpg

How to Disposition Calls in RingDNA

https://www.revenue.io/revu/disposition-calls-ringdna

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Add Call Notes Effortlessly in RingDNA</h1><strong>

<div>
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    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/s0s65dn8yafh?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>

<p data-start="212" data-end="380">Capture critical call insights with ease using RingDNA’s Call Notes feature. Your notes sync automatically with Salesforce, so nothing gets lost.</p>

<ol data-start="382" data-end="988">
 	<li data-start="382" data-end="474">
<p data-start="385" data-end="474">Start a call in RingDNA to begin capturing your notes during or after the conversation.</p>
</li>
 	<li data-start="475" data-end="574">
<p data-start="478" data-end="574">Click the <strong data-start="488" data-end="502">Call Tools</strong> button in the upper right corner to access the note-taking interface.</p>
</li>
 	<li data-start="575" data-end="704">
<p data-start="578" data-end="704">Select <strong data-start="585" data-end="604">Template Picker</strong> to open a note entry field, either start typing or use a pre-built template to guide your input.</p>
</li>
 	<li data-start="705" data-end="837">
<p data-start="708" data-end="837">If you choose a template, it will <strong data-start="742" data-end="759">auto-populate</strong> with structured fields so you can easily fill in key details from the call.</p>
</li>
 	<li data-start="838" data-end="988">
<p data-start="841" data-end="988">Click <strong data-start="847" data-end="855">Save</strong> when finished. Your notes are now complete and automatically logged in Salesforce, keeping your records organized and actionable.</p>
</li>
</ol>

How to Add Call Notes Effortlessly in RingDNA | Interactive Demo

Easily add call notes in RingDNA. Use templates or free-type notes, then sync them instantly to Salesforce for organized, actionable call records.

How to Add Call Notes Effortlessly in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-add-call-notes-effortlessly-in-ringdna-demo.jpg

How to Add Call Notes Effortlessly in RingDNA

https://www.revenue.io/revu/add-call-notes-ringdna

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Flag a Call for Coaching in RingDNA</h1><strong>

<div>
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  </div>
</div>

<p data-start="229" data-end="401">Request feedback with just one click by flagging a call for coaching. Perfect for getting manager input or identifying opportunities for improvement.</p>

<ol data-start="403" data-end="696">
 	<li data-start="403" data-end="524">
<p data-start="406" data-end="524">Start a call in RingDNA. Once it begins, you’ll have the option to flag it for coaching directly from the interface.</p>
</li>
 	<li data-start="525" data-end="696">
<p data-start="528" data-end="696">During the call, click <strong data-start="551" data-end="560">Coach</strong> on the right-hand side to flag the conversation for review. Your coaching request will be automatically submitted once the call ends.</p>
</li>
</ol>

How to Flag a Call for Sales Coaching in RingDNA | Interactive Demo

Easily flag calls for coaching in RingDNA. Request manager feedback with one click during the call and it’s automatically submitted when the call ends.

How to Flag a Call for Sales Coaching in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-how-to-flag-a-call-for-coaching-in-ringdna-demo.jpg

How to Flag a Call for Sales Coaching in RingDNA

Easily flag calls for coaching in RingDNA. Request manager feedback with one click during the call and it&rsquo;s automatically submitted when the call ends.

https://www.revenue.io/revu/flag-call-coaching-ringdna

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Tag a Call for Quality Review in RingDNA</h1><strong>

<div>
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  </div>
</div>

<p data-start="233" data-end="423">Ensure top call quality by tagging conversations for review. Use the Report Call option to highlight issues, provide context, and trigger quick support from your team.</p>

<ol data-start="425" data-end="1177">
 	<li data-start="425" data-end="550">
<p data-start="428" data-end="550">Start a call in RingDNA. Once it begins, you’ll have the option to tag it for quality review directly within the dialer.</p>
</li>
 	<li data-start="551" data-end="666">
<p data-start="554" data-end="666">At any point, even before the call connects, click <strong data-start="607" data-end="627">Report This Call</strong> to flag the conversation for review.</p>
</li>
 	<li data-start="667" data-end="806">
<p data-start="670" data-end="806">Customize your report by selecting a <strong data-start="707" data-end="722">call rating</strong> and choosing an <strong data-start="739" data-end="757">issue category</strong>, such as Dropped Call, Audio Issues, or Other.</p>
</li>
 	<li data-start="807" data-end="954">
<p data-start="810" data-end="954">Add a <strong data-start="816" data-end="833">detailed note</strong> to provide helpful context. This makes it easier for the Revenue.io team to investigate and resolve the issue quickly.</p>
</li>
 	<li data-start="955" data-end="1056">
<p data-start="958" data-end="1056">Click <strong data-start="964" data-end="972">Send</strong> to submit your report. You can complete this step while the call is still active.</p>
</li>
 	<li data-start="1057" data-end="1177">
<p data-start="1060" data-end="1177">Your call has been reported successfully. The Revenue.io team has been notified and will begin reviewing the issue.</p>
</li>
</ol>

How to Tag a Call for Quality Review in RingDNA | Interactive Demo

Tag calls for quality review in RingDNA using Report This Call. Select an issue, add notes, and notify your team instantly, even during a live call.

How to Tag a Call for Quality Review in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-tag-a-call-for-quality-review-in-ringdna-demo.jpg

How to Tag a Call for Quality Review in RingDNA

https://www.revenue.io/revu/tag-call-for-quality-review-ringdna

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Assign Calls Linked to Multiple Salesforce Records with Multi-Select</h1><strong>

<div>
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  </div>
</div>

<p data-start="289" data-end="517">Use RingDNA&#8217;s Multi-Select feature to accurately assign calls to the correct Salesforce record when a number is associated with multiple leads or contacts. This ensures precise call tracking and follow-up.</p>

<ol data-start="519" data-end="1309">
 	<li data-start="519" data-end="611">
<p data-start="522" data-end="611">Navigate to the <strong data-start="538" data-end="558">RingDNA Settings</strong> page to begin setting up the Multi-Select feature.</p>
</li>
 	<li data-start="612" data-end="782">
<p data-start="615" data-end="782">Enable <strong data-start="622" data-end="659">Require Agents to Select a Record</strong>, then click <strong data-start="672" data-end="680">Save</strong> at the top right of the page. This enforces accurate call logging to the correct Salesforce record.</p>
</li>
 	<li data-start="783" data-end="958">
<p data-start="786" data-end="958">During a Multi-Match event, you’ll see a <strong data-start="827" data-end="846">Select a Caller</strong> drop-down menu when an incoming call is linked to multiple records. You can choose the correct lead or contact here.</p>
</li>
 	<li data-start="959" data-end="1121">
<p data-start="962" data-end="1121">Click into the <strong data-start="977" data-end="996">Select a Caller</strong> dropdown to review the available matches. Then select the correct record to ensure the call logs are accurate in Salesforce.</p>
</li>
 	<li data-start="1122" data-end="1309">
<p data-start="1125" data-end="1309">If the correct record is not selected during the call, the <strong data-start="1184" data-end="1194">Alerts</strong> tab will display a notification after the call ends. This reminds the user to complete the Multi-Match assignment.</p>
</li>
</ol>

How to Assign Calls Linked to Multiple Salesforce Records with Multi-Select | Interactive Demo

Use RingDNA’s Multi-Select to link calls to the correct Salesforce record when a number matches multiple leads or contacts.

How to Assign Calls Linked to Multiple Salesforce Records with Multi-Select | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-assign-calls-linked-to-multiple-salesforce-records-with-multi-select-demo.jpg

How to Assign Calls Linked to Multiple Salesforce Records with Multi-Select

Use RingDNA&rsquo;s Multi-Select to link calls to the correct Salesforce record when a number matches multiple leads or contacts.

https://www.revenue.io/revu/assign-calls-multiple-salesforce-records-multi-select

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