Create a private note

Web      iOS       Android

Web

• From anywhere on the Voze web app, click the New button and select Private Note.
  • Company and Private Note fields are mandatory.
  • Optional: Select a rep to assign to the note to.

• • • If you want another user to see a private note, assign them to it. They will receive a notification after you create the note.
  • Click the Save button at the bottom to create the private note.

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iOS

• Tap the + button from anywhere in the app and select Record Note.
• Select the company you want to record the note for from the list of your assigned companies.
  

  • To search for a specific company, tap the magnifying glass icon in the top right and enter the company’s name.

• Select any reps you want to grant access to this private note from the list of reps within your organization.

• Record your private note

  • You can Pause or Resume your recording at any time by tapping the record button

• Review your private note and make any changes to the text. Tap Save when you're done.

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Android

• Tap the + button from anywhere in the app and select Record Note.
• Select the company you want to record the note for from the list of your assigned companies.
  

  • To search for a specific company, tap the magnifying glass icon in the top right and enter the company’s name.

• Select any reps you want to grant access to this private note from the list of reps within your organization.
• Record your private note
  • You can Pause or Resume your recording at any time by tapping the record button
• Review your private note and make any changes to the text. Tap Save when you're done.

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