Related Records are People, Accounts, and Opportunities related to a recording. For example, if you host a meeting with a Person record, Salesloft will relate the Person to the recording. 

Salesloft automatically links related records to recordings. In the event that you would like additional data to a recording, you can manually link related records to a recording.

In this article, you will learn how to manually link related records. This article includes:

• Video - Manually Linking Related Records
• Before You Manually Link Related Records to a Recording
• Manually Link Related Records to a Recording Instructions
• Additional Information: Manually Link Related Records to a Recording
• Next Steps

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Video - Manually Linking Related Records

For an overview of how to link related records, check out the video below.

 

 

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Before You Manually Link Related Records to a Recording

• You must have a Salesloft account with access to Conversations.
• Connect a CRM for use of the Opportunities record.

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Manually Link Related Records to a Recording Instructions

To manually link related records to a recording, follow these steps:

1. Go to the Conversations Page: In Salesloft, navigate to the Conversations page. Hover over the Activity tab in the navigation menu and select Conversations. 
2. Locate the Recording: Find the recording to which you want to link related records.
3. Access the Options Menu: Hover over the recording's date and time. Click the ellipsis button (three dots) that appears.
4. Select "Link to Related Records": Click Link to Related Records from the menu options. The Link to Related Records window will appear.
5. Link Related Records:   
   
   • Account: Select the relevant Account from the dropdown menu.   
   • Opportunity: If applicable, select the related Opportunity. This field becomes available after selecting an Account.   
   • Person: Select the relevant Person from the dropdown menu.
6. Click "Link Manually": Click the Link Manually button to link the selected records to the recording.

 

Figure 1: Link to Related Record in Settings

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Additional Information: Manually Link Related Records to a Recording

• Salesloft automatically attempts to link related records based on meeting participants and information from your CRM.
• Manually linking records can be useful for correcting inaccuracies or adding missing relationships.

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Next Steps

• Review related records on your recordings to ensure accuracy.
• Use the manual linking feature to add or correct related records as needed.
• Explore other Conversations features, such as searching, filtering, and sharing recordings.