Voze Pro: Record a note

Open the Voze Pro app.
Tap the + icon and select Create a note.
Select an Interaction type based on how you met with a company. Tap In-person, Email, Text, Call or Other.
Tap Select company and find the company name. You can:
- Pick from Nearby companies if you're on-site or close by
- Tap the search bar and start typing the company name
- Scroll through All companies to browse
Tap the company name to attach it to your note. If the company isn't in the list, tap + Company to add it.
Optional: Tap the Contacts field or the + icon next to it, then tap the checkbox next to each person you met with. Tap X to close the screen and return to your note.
Once you're back on the New note screen, tap the blue microphone icon and start talking, or type directly into the note field.
- Tap the pause icon to pause.
- Tap the blue microphone icon to resume recording.
- Tap X to discard.

Tap the checkmark to save the recording and return to your note. Your note will finish transcribing when the text appears.
Tip: While recording, use key phrases to share the note or create a task:
- While recording, say “Email this note to: [First Name, Last Name]” to share it with a teammate or manager.
- Say “Create a follow-up task for [date], [time], [description]” to add a follow-up. You can create as many follow-up tasks as you want.
Add any other relevant details (optional):
- Tap Images or files to attach up to 10 photos or files.
- Tap Tags to add any that apply.
- Tap Tasks to add additional tasks.
To save the note, tap the blue checkmark on the New note screen.

Hot tip: If you tap the + button and choose Create a note while on a company's profile, that company is filled in for you.

Learn how to record a note.