Type a note
Learn how to type a note in Voze Pro when you'd rather skip the voice recording.
- Open the Voze Pro app.
- Tap the + icon and select Create a note.
- Tap into the Note field 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 find the company you met with. 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.
- Optional: 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.
- Add anything else that's relevant:
- 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.
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Hot tip: Voze Pro picks up two voice phrases inside your typed note. Add Send this note to: [First Name, Last Name] to share the note with a teammate. Add Create a follow up task for [date], [time], [description] to schedule a follow-up — stack as many as you need. |
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Want to record instead?: Tap the blue microphone on the New note screen and talk through your note out loud. Recording and typing live in the same Create Note flow, so you can switch between them at any point. |
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