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How to Capture Notes in the Zuant App
How to Capture Notes in the Zuant App

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

Charlotte Rimmer avatar
Written by Charlotte Rimmer
Updated over a week ago

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'


For more information, click below to view the PDF guide with images

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