Notes are a crucial part to any sales process so why not add them when you first learn about something new, when it makes the most sense! Take advantage of your phone’s built in dictation functionality and use that speech to text translation to speed up the process as well.
All notes are initiated from the Actions button within Matrix which is located at the bottom of every page. Depending on what page you are on when you tap the Actions button will depend on what displays for you which we’ll go over below.
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