Take Notes

Taking notes while on a call can be essential when important information is brought up. Whether your are reminding yourself to call a client back or to take note about their interest, it's important to have a place to keep this information attached to your call.

To create a note from Conquer Voice, you can select the Notes button on the dialer any time while on a call. You can take notes at any time while on a call and they will save when you Disposition the call. When you select your Disposition, the notes will automatically be added to the logged call, even if notes aren't required for that Disposition. If notes are required, the notes you take will be copied into the notes box that pops up, so all you need to do is click the Save button.