When reviewing recordings from the Conversations Page, the recording details provide specific data about the meeting or call.

Recording details are generated from data on the meeting invite, however, you can edit the recording details to your preference. 

In this article, you will learn how to edit a recording's details in Salesloft Conversations, including:

• Before You Edit a Recording’s Details
• (Video) How to Edit a Recording’s Details
• Edit a Recording’s Details Instructions
• Additional Information: Edit a Recording’s Details
• Next Steps

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Before You Edit a Recording’s Details

• Have a Salesloft account with access to Conversations.
• Recording details are initially generated from the meeting invite data.
• You cannot edit the Source Details of the recording. 

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(Video) How to Edit a Recording’s Details

Watch this quick video to learn how to edit a recording’s details.

Edit a Recording’s Details Instructions

To edit a recording’s details, follow these steps:

1. Go to the Conversations Page: In Salesloft, navigate to Conversations.
2. Locate the Recording: Find the recording whose details you want to edit.
3. Access the Options Menu: Hover over the recording's date and time. Click the ellipsis button (three dots) that appears.
4. Select "Edit Details": Click Edit Details from the menu options. The Edit Recording Details window will appear.
5. Edit the Details: Title: Update the meeting title as needed. Owner: Change the meeting owner if required.
6. Save Changes: Click Save to apply your changes.

Figure 1: (GIF) Edit Recording Details from Conversations Recordings

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Additional Information: Edit a Recording’s Details

• Changes will appear in the Recording Details. 

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Next Steps

• Manage Recordings
  • Managers: Keep track of ownership to align with your current team structure. 
  • Users: Set up PlaylistsEnsure recording details accurately reflect the content of the conversation.
• Use the editing feature to update titles or assign ownership as needed.
• Explore other Conversations features, such as searching, filtering, and sharing recordings.