Create a company
Learn how to add a new company to Voze Pro so you can log notes, tasks, and contacts against it.
- Open the Voze Pro app.
- Tap the + icon and select Create a Company.
- Fill in the company details on the New Company screen:
- Company name
- Address
- Phone number
- Any other fields your team uses, like labels or territory.
- Optional: Add contacts to the company. Tap + Contact, then enter each person's name, role, phone, or email.
- Tap the blue checkmark to save the company.
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Hot tip: Already mid-note and realize the company doesn't exist yet? Tap + Company from the Select company screen to add it without backing out — your note keeps right on going. |
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Business card scanning: The New Company screen shows a business card scanner that reads company name, phone, and address from a photo. It's still in early access and not yet ready for live use — type the details in for now. |
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