Type a note
Learn how to type a note in Voze Pro.
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Open the Voze Pro app.
- Tap the + icon and select Create a note.
- Tap the Note text field where it says, "Tap to type your note. Use @ to mention someone," and type your note. Get the details down first while the conversation is fresh — who you met, what you discussed, what's relevant, and what comes next.
- Pick an interaction type based on how you met with the company. Tap In-person, Email, Text, Call, or Other.
- Tap Select company and type the name of the company you met with in the Find a company search field. You can:
- Pick from Nearby companies if you're on-site or close by.
- Tap the Find a company search bar and start typing the company name.
- Scroll down past Nearby until you reach All companies and continue to scroll the list until you find the company.
- Tap the company name to attach it to your note.
- Optional: From the New note screen, tap the Contacts field or the + icon next to it, then tap the checkbox next to each person you met with. A blue checkmark appears next to their name. Tap X to close the screen and return to your note. To learn how to create contacts see .........
- Tap Images or files to attach up to 10 photos or files. To learn more see .....
- Tap Tags to add any that apply. To learn how to add tags see .....
- Tap Tasks to add additional tasks. To learn how to create tasks, see ......
- To save the note, tap the blue checkmark on the New note screen.
🔥 Hot tip: You can type the "@" symbol and then type the name of a teammate to mention them in your note. They will get a notification that they have been mentioned and they will be able to see your note.
Want to record your note instead? Tap the blue microphone on the New note screen and talk through your note out loud.