How to Record Voice Notes for Visits in BreezeFSM?

How to Record Voice Notes for Visits in BreezeFSM?

Overview

BreezeFSM allows users to record voice notes during field visits, making it easier to capture meeting details, customer feedback, and follow-up actions without typing. This feature helps sales representatives save time and document important information efficiently.


1. How to Record a Voice Note in BreezeFSM?

Step 1: Open the BreezeFSM Mobile App and navigate to your Visit or Meeting.
Step 2: Tap on the “Voice Note” option.
Step 3: Press the record button and start speaking.
Step 4: Once done, tap stop and save the recording.
Step 5: The voice note will be automatically attached to the visit log for future reference.


2. How to Access & Playback a Saved Voice Note?

🔍 Step 1: Open the Visit Log where the voice note was recorded.
🔍 Step 2: Locate the Voice Note Attachment.
🔍 Step 3: Tap on the Play button to listen to the recorded note.


3. Key Benefits of Recording Voice Notes in BreezeFSM

🎙 Saves Time – Quickly record meeting insights without typing.
🎙 Enhances Accuracy – Avoids missing important details.
🎙 Improves Productivity – Enables fast documentation of field visits.
🎙 Easy Playback – Review recorded notes anytime for follow-ups.


Need Assistance?

For further help, contact BreezeFSM Support or visit our Help Desk Portal:
🔗 Breeze Help Desk 🚀

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