Type it. Say it.
Either way, it gets it.

💡 Always include from between the contact name and company — it removes any ambiguity for the AI. A confirmation screen appears before anything is saved — that's your chance to add phone numbers or emails by typing or pasting.

💡 Status, deal value, contact details, quote number and follow-up date can all be updated in one message. Use voice for longer updates — it's faster than typing a full sentence.

💡 Voice works especially well for longer notes — just talk through what happened on the call and the system captures it all. Notes are visible to anyone the deal is shared with.

💡 This updates the deal's follow-up date and you'll be reminded in your morning digest.

💡 You can share a deal at the same time as logging it — just add "share with David" at the end of your new lead message. David gets notified immediately and has full access to view and edit the deal.

💡 When marking Lost, the system will show quick-tap buttons to capture the reason. No typing needed.

💡 Nothing is ever deleted. Say "reopen Pinnacle Retail" anytime to restore it to your active list.

💡 Use the last four digits of the Record ID and the system finds the right deal instantly. You can say the company name after for your own reference — the system doesn't need it, the number is enough.

💡 Not sure of the number? Say "show Vertex Group" and the system lists all their deals with IDs.

💡 Shortcut buttons are instant — results appear immediately with no waiting. Use them whenever you can instead of typing the same request each time.