Take Notes During Calls to Keep Track Effortlessly

Staying organized during phone conversations can be challenging, especially when you want to remember key points without interrupting the flow. Now, you can take notes directly while on an active call using the web dialer, making it easier to capture important information as it happens.

📌 Why This Matters

Taking notes during a call helps you remember details, follow up accurately, and provide better service to your customers or partners. When notes are saved directly with the contact, all the information stays in one place, making it easier to access and review later.

✨ What’s New

• Note Taking During Calls: You can now write notes while you’re on an active call without pausing or switching screens.
• Automatic Linking to Contacts: Notes are saved and displayed right on the contact’s details, so you can find them quickly after the call.

🛠️ How to Use It

1. Step 1: Start a call using the web dialer.
2. Step 2: While on the call, use the notes area to type important points or reminders.
3. Step 3: Once the call ends, find your notes saved directly within the contact’s profile for future reference.

💡 Pro Tip

Taking notes during calls helps you follow up more efficiently, turning every conversation into an opportunity to build stronger relationships and grow your business.