You're writing up a stop, and the service manager just introduced you to their new parts buyer. Add the buyer right there in the note and keep going.
Adding someone new used to mean leaving your note. You had to add the person to the account, then come back and find them again. A rep at a tire dealer told us that, and asked to do the whole thing without leaving the note screen.
Add a new contact from inside your note. When you save them, you're back in the note with that person already on it. Met three people at a new account? Add them one after another, then get back to what you were saying.
The next time you meet someone new at a stop, add them from the note while their name is fresh. See what else reps can do in Voze for reps.
Heard something in the field we should fix? Tell your CSM or email support@voze.com. That's how this one started.
New to Voze? See it in a demo.