Add A Contact Note By Voice
Say 'add a note about Scott — he prefers east-facing units' to save a note to a contact's record while still in voice mode.
What to say#
- "Add a note about Scott — he prefers east-facing units"
- "Save a note on the Henderson file — closing pushed to April 2nd"
- "Note for Sarah: budget increased to $950K"
dreamif.ai figures out which contact you mean from the name you use.
Confirm before it saves#
dreamif.ai shows the note and asks you to confirm before saving. Check that it captured what you said and that it is on the right contact.
Where the note ends up#
The note appears in the contact's History tab on their detail sheet, alongside emails and calendar events. You can edit or delete it later from the People page.
Related articles
Search Contacts By Voice
Say 'find Sarah Henderson' or 'look up the contact who emailed about the open house' to pull up a contact without leaving voice mode.
Create And Manage Contact Notes
After a call or showing, add a note to the contact so you remember what was discussed. Notes are private. Your contacts never see them.