Connect a recording to the right customer

Identify the conversation

Open an unlinked record and confirm who the conversation was with. Compare phone numbers rather than relying only on matching names.

Link and verify

Choose the contact, then reopen their detail page to confirm the record appears. If starting from a customer screen, check the selected person before recording.

Keep status factual

Customer stages describe real progress, not merely saved audio. Review the latest notes before the next conversation and do not assume another product’s customer database updates automatically.

Continue with the guide

• Start VoiceNote: save and inspect a first record
• Read VoiceNote summaries, tasks and transcripts