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How to Capture Notes in the Zuant App

Add notes to your lead to help with your post-show follow-up

Written by Charlotte Rimmer

You can capture notes against your leads in the Zuant App using the Notes feature in the Menu or E-Z Touch.

1. Tap the '+' at the bottom of the screen to open the Menu. Choose ‘Notes’

2. The ‘Notes’ pop-up box will appear. You can enter your notes manually or by using speech-to-text software like Siri. Hit save.

3. Your notes will then be visible as part of the lead once you press 'Submit'
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For more information, click below to view the PDF guide with images

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