Clear and descriptive playlist titles in Salesloft Conversations help you and your team easily identify and access relevant call recordings. You can edit playlist titles at any time to ensure they accurately reflect the content of the playlist.
In this article, you will learn how to edit a Playlists title in Conversations. This article includes:
- Playlists are given a title when they are created, however, you can edit a playlist's title at any time.
- All team members with access to Conversations can view and edit playlists.
To view how to edit a playlist title, check out the video below:
To edit a playlist's title, follow these steps:
- Go to the Conversations Page: In Salesloft, navigate to the Conversations page.
- Select the "Playlists" Tab: Click the Playlists tab to view your playlists.
- Choose a Playlist: In the playlists side panel, locate the playlist you want to edit. Click the playlist's title to open it.
- Open the Options Menu: Click the ellipsis button (three dots) to the right of the playlist title.
- Select "Edit Playlist": Click Edit Playlist from the menu options. The Edit Playlist window will appear.
- Edit the Title: In the Edit Playlist window, modify the playlist title as needed.
- Save Changes: Click Save to apply the new title to the playlist.
- Descriptive playlist titles help with organization and searchability.
- Consider using titles that clearly indicate the type of recordings included in the playlist (e.g., "Best Demos," "Training Calls," "Account Reviews").
- Add recordings to a playlist.
- Share playlists with the team.
- Organize your recordings into playlists for easy access and analysis.
- Share playlists with other team members for collaborative review and training.