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Adding Notes and Voice Notes to a Lead

Reps can capture the context of a conversation at the booth, by typing or by voice, and tag what the lead was interested in.

Written by George El-Hage

Yes. Reps can add notes to a lead at the booth, including voice notes.

Capturing the conversation, not just the contact

A name and an email tell you nothing about why the person stopped at your stand. Notes are how that context survives the show.

At the booth a rep can type a note, record a voice note, and tag the lead with custom qualifiers such as interest level, product line or who should follow up. It takes seconds while the conversation is still fresh.

Where the notes end up

Notes and qualifiers travel with the lead into your CRM alongside the contact details, mapped to the fields your team already uses.

Recording the conversation

Wave Connect does not record conversations. Notes and voice notes are captured by the rep deliberately, rather than by recording the person they are speaking to.

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