Help Recording

Start a sit from your CRM

Use this to open the right sit on your phone straight from an appointment in your CRM.

1. In your CRM or calendar, tap the appointment's TrueSit link. Your company's admin sets up the link (the format is in the API notes).
2. TrueSit opens the sit's brief. If the appointment is already in TrueSit, it is that sit; if not, TrueSit makes the sit for you with the appointment's details.
3. Say the consent line if one is shown, tap I said it, then slide Start the sit. The link never starts recording on its own.
4. When the appointment arrives from your CRM later, TrueSit fills in what the link did not have, such as the address.

If it does not work

• The link opens a web page: tap Open TrueSit on it. Install the app first if your phone does not have it.
• It says the appointment is another rep's: it is assigned to someone else in TrueSit. Ask your manager.
• You were signed out: sign in, and the sit opens.

Still stuck? Open Help and choose Talk to a person.

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