Voice Notes Realhound CRM Mobile app
One of the best features of the Realhound CRM Mobile app, it allows you to enter a note without typing it in with your fingers or your thumbs from your phone. Here are a few steps to follow to use this feature on the go.
What we're first going to do is look for a name. Let's say Amy Harris is the person we want to call. And if you notice there's a little phone icon and an envelope icon, that means she has a phone number and an email address, so that great. I'm going to open up Amy Harris's contact name and hit the little call button right here at the top. It gives me an option of which phone number to call. We're going to do work and call. We make our call. Let's say we've finished our conversation and notice what happens as soon as you hang up the phone.
The history note window opens up, so I'm able to identify that this was a call and that I reached them. If it's a cold call or you want to just enter a note or anything like that, you can change these little buttons. Maybe you left a message for her. But in this case, we're going to say we've reached. And then I'm going to tap on the comments section and notice that you get your keyboard that's just like a text.
It has a little microphone at the bottom. You tap on that and it enters anything that you say, period. If you want to recap your phone conversation with Amy, this is the place to do it. And that's it. You hit done, and it saves that note to the contact's history, and you don't have to do anything else. Check out our video on how to use voice to update your notes.