Record Voice Notes

Record Voice Notes

You can record your conclusions on a recent demo for a prospect or capture your thoughts about a meeting with a client with Voice Notes. You can associate these audio files with your records and download them whenever you need. The voice notes will be counted as part of the storage limit in Zoho CRM.

To record voice notes

  1. Go to the Leads, Accounts, Contacts, Potentials or Cases module.
  2. Tap a record to which you want to add voice notes and tap Notes.
  3. Tap the Voice Notes icon.
  4. Tap the record icon to start and stop recording your notes.
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