How do I add notes to my calls?

Adding notes after your call has finished

Yvonne Pulkkinen avatar
Written by Yvonne Pulkkinen
Updated over a week ago

Salestrail enables you to add speech-to-next or direct notes to your calls and meetings. 

If you're using automatic call logging:

Step 1: Go to Logged Activities Tab
Here, you can see your calls that have been automatically logged. 

Step 2: Tap on the calls you want to add notes > Update.

You can choose to either dictate or use our speech-to-text feature, which is time-efficient and convenient when you're on the go ;) Choose the language you are comfortable with by tapping on the language line.

When you've finished your notes, tap on the right arrow to complete the workflow.

If you are using manual call logging:

Step 1: Go to Unlogged Activities Tab.
Step 2: Tap on the calls you want > log the calls > add notes.


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