1 min read

How To Create A Company In Voze On Your Mobile Phone

When was the last time you met with a new contact, and needed to start taking notes about them immediately?

Voze has a brand new feature that will allow you to quickly create a new company so you can then take notes about that company right away.

How to create a new company in Voze

On your iOS phone:

  1. Open the Voze app (you may need to update your app from the App Store)
  2. Tap '+' on the bottom menu
  3. Choose 'Create Company' (you must have permission to create companies to see this option)
  4. Tap into the search box 'Company name and city'
  5. Type the company name (you may also include the city)
  6. Tap 'Search' on your phone keyboard
  7. Tap on the company you were searching for
  8. See the company details pre-populated into the form
  9. Select the territory or territories this company should be in
  10. Tap 'Create' in the top right
  11. View the new company's detail page
  12. Now you can add notes, contacts, and more to your new company in Voze
 

On your Android phone:

  • This feature is not yet available for Android. This tutorial will be updated when the feature becomes available.
How To View A Note's Geolocation In Voze

How To View A Note's Geolocation In Voze

As a field sales representative, you're constantly visiting customers, on the phone with customers, putting out fires for customers, and more. It can...

Read More
How to type a new note, and edit an existing note

How to type a new note, and edit an existing note

We believe in meeting sales reps where they are. We understand that you're always on the move, juggling client visits and driving routes, with little...

Read More
Effortless Note-Taking: How to Capture Handwritten Notes with Voze's New Photo Feature

Effortless Note-Taking: How to Capture Handwritten Notes with Voze's New Photo Feature

We're excited to introduce a new feature in Voze that makes capturing your handwritten notes even easier. With our latest update, you can now take a...

Read More