Edition Applicable Plans

Sales Cloud
Free
Growth
Pro
Enterprise

Marketing Cloud
Free
Growth
Pro
Enterprise

Customer-for-Life cloud
Free
Growth
Pro
Enterprise


Voices notes allow users to record a conversation with a contact, account, or deal and store it as a note for later reference.


How to start recording?

 

You can create voice notes on your mobile app in one of three ways:

  • By clicking the quick add button on the home screen
    < + BUTTON POPUP screenshot> 
  • By pressing the voice note icon on the record details page

  • By pressing the + button on the record details page and selecting voice note.

  • By dragging the + button up

Saving the voice note:

Once the voice note starts recording you can tap the | | button to pause the recording and tap the Voice note icon to resume the recording.

 

At the end of the conversation, stop the recording and click SAVE. You can also rename your voice note by clicking the icon. This allows you to save the voice note to a record.

You can access your voice note from the details page under the notes section.