Add Notes after a meeting or phone call
- On your phone, start Upvise and go to the Sales app
- Tap on Deals then All and select the Deal in the list or search for it by tapping the search icon
- Tap on the + button and select New Note. Enter your note here. You can use the microphone icon on the Android or iPhone keyboard to dictate your note.
- All the notes for your Deal are listed in the Notes tab of the Deal screen. You can review and modify them from there
Using Notes to Track Inactive Deals
See also
Display Contact Tasks and Notes
