Logging a visit by voice
Tell emily about a visit in your own words on WhatsApp voice calls, browser voice or web chat, and it becomes a dated note on the right deal or company — not on a phone call.
Tell her about the visit, in your own words
After a visit, tell emily about it the way you'd tell a colleague — "tive uma reunião com a Acme, correu bem, vão avançar com a proposta" — and she turns that into a dated note on the right deal or company. There's no form to fill in: whatever you say is what gets logged, written up as a note rather than typed word for word.
She checks before she guesses
If what you say could match more than one company or contact, emily checks what's already in your CRM and asks you which one you mean, rather than logging the note against the wrong record or creating a duplicate.
Works by voice, on WhatsApp or in the browser
This works on WhatsApp voice calls and browser voice — not on a phone call. CRM logging is specifically one of the things WhatsApp adds on top of the phone experience.
If you'd rather type the recap than say it out loud, the same thing works from web chat too — see companies and deals for the records a note like this can land on.
See also
See notes for what a note holds and how it's read back, once it's landed on the right deal or company.
Next: logging from a photo
See logging from a photo for the other way to get something into the CRM without describing it yourself.