By the end of this tutorial, you’ll know how to review call recordings and transcripts, update call outcomes, read AI call insights, add notes, share calls with teammates, and call leads back from the record.
Once you start placing calls in lemlist, the real value comes from what you do after the conversation. Reviewing calls helps you coach reps, verify what was discussed, and decide the next step before you pick up the phone again.
Why this matters
Post-call workflows help you turn conversations into action. Instead of treating calls as one-off touchpoints, you can use recordings, transcript search and copy, notes, and call insights to improve team performance and prioritize the right leads.
Prerequisites
You should already know how to place calls in lemlist.
You should already have access to the Calls section in your workspace.
Core lesson
Phase 1: Find past calls
Open your call history and use filters to narrow results.
Go to Calls from the main navigation, then use the filters to narrow down what you are looking at. This section shows all calls made through lemlist, including calls placed outside of campaigns, so it’s the best starting point when you want to review activity or follow up on recent conversations.
Start an ad hoc call if needed.
If you want to place a new call outside of a campaign workflow, click Make a call. This gives you flexibility to follow up immediately when reviewing past call activity.
Phase 2: Open a call record and analyze the conversation
Open an individual call record.
Click into a call from the calls table to view its full details. This is where you can listen back to the conversation, read the transcript, review call insights, update the call status, and access contact context in one place.
Listen to the recording.
Use the player controls to replay the call. You can also review the speaking timeline directly in the player area. Recordings are useful for quality assurance, rep coaching, and verifying what was discussed before your next outreach.
Update the call status from the record.
Use the Call status dropdown in the record to classify the outcome, such as No answer, Left voicemail, Connected, Wrong number, or connected sentiment outcomes. This makes follow-up and reporting more accurate.
Read and search the transcript.
Review the transcript panel to scan the conversation without replaying the full recording, and use the transcript search bar to find specific objections, buying signals, or next steps faster. This is especially useful when managers or teammates need to review a specific part of the conversation.
Copy transcript content when needed.
Click the copy icon in the transcript area if you want to paste transcript content into internal notes, docs, or another workflow outside lemlist.
Review richer call insights.
In the Call insights tab, review the AI-generated Call summary, including Main Discussion Topics, Critical Information, Action Items, and Insights. This gives you a faster recap than listening to the full recording when you want to coach a rep or prepare the next step.
Review or add notes.
Use the Notes section to document follow-up actions or context not captured elsewhere. Notes are helpful for handoffs, coaching, and CRM logging.
Switch to Contact info for lead context.
Open the Contact info tab to review contact fields like owner, contact status, email, phone number, and other lead details tied to the call. This context helps you tailor your next outreach and understand how the call fits into the broader account history.
Phase 3: Share call details or call the lead back
Share a call with your team.
From the call record, click Share to open sharing options.
Enable a shareable call link.
In the sharing modal, turn on Share this call details to generate a shareable link. Use this when you want a manager to review a call, collaborate on deal strategy, or highlight a strong example for coaching.
Call the lead back directly from the record.
Click Call back, then confirm the callback from the dialer to start a new call to that same lead. This is the fastest way to continue the conversation after reviewing the previous interaction.
Best practice: Share calls with context, not just the link. Include a short note about what you want your teammate to review, such as objection handling, discovery quality, or next-step recommendations.
Troubleshooting and pitfalls
Issue: I can’t find a past call.
Root cause: The call list is too broad or filters are excluding the call you need.
Fix:
Go to Calls.
Check your active filters, especially date range, campaign, call status, and called by.
Clear filters one by one if the call doesn’t appear.
Issue: A transcript or call insight isn’t available.
Root cause: Not every call will have transcript or AI insight availability.
Fix:
Open the call record and confirm whether transcript or insight features are available for that call.
Use the recording and notes as your fallback review method.
If needed, copy relevant transcript text only when the transcript is available.
Issue: My teammate can’t access a shared call.
Root cause: Sharing may not be enabled, or it may have been turned off after the link was generated.
Fix:
Open the call record.
Click Share.
Make sure Share this call details is enabled.
Regenerate or resend the link if needed.
If your case is different
If you want to analyze many calls at once rather than one conversation, see Export your calls with transcripts for analysis.
If you want charts and trends across your team, see Analyze your call performance in Reports.
If you want calls logged automatically in your CRM, see the activity sync article for HubSpot, Salesforce, or Pipedrive.