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How To Record And Add A Voice Note To A Lead On The Mobile App

Adding a voice note to a lead is the perfect way to provide additional information on a lead. It will be linked as an attachment on the Lead Card. 

Step 1:

Start the process of capturing a Lead. Once you're on the submission page, down below. Scroll down and press the 'Tap to Record' button. 

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Step 2:

Once you've finished your voice recording, press the 'Stop' button. You can listen back to your voice note before you press 'Submit'. 

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