How to take notes during a field visit in HelloGrowthCRM
Capture voice notes, photos, and structured data during field visits. AI auto-transcribes voice.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Mobile App section to browse more guides, compare related tasks, and choose a better starting point.
View all Mobile App guidesVoice notes are the rep's best friend in the field. Tap-and-hold to record; AI auto-transcribes; note attaches to deal.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Mobile app installed
- •Microphone + camera permissions
- •5 minutes per visit
- 1
Open the deal/lead
Mobile app → tap deal/contact.
- 2
Tap mic icon
Hold to record voice note. Up to 5 mins.
- 3
Speak
Met with CTO, wants demo Friday. Concerned about migration. Will send proposal.
- 4
Stop recording
Release. AI transcribes in 5-15s.
- 5
Review transcript
Edit if needed. Save.
- 6
Add photo
Tap camera. Take photo. Auto-attaches.
- 7
Scan business card
Camera → Business card scanner → auto-extracts.
- 8
Tag activity type
Discovery / Demo / Follow-up.
- 9
Submit
Note + photos save to deal timeline. Manager sees in dashboard.
Frequently asked questions
Voice note language detection?▾
Auto. Hindi-English mix supported.
Notes searchable?▾
Yes — full-text search of transcripts.
AI summary of multi-note visit?▾
Yes — combine all visit notes into single summary.
Privacy: who sees notes?▾
Default rep + manager + admin. Configurable.
Offline?▾
Yes — voice records locally, transcribes on reconnect.
Cost?▾
Free (included in Pro+).
Related articles
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Mobile App or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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