A Step-by-Step Guide
Follow these steps to leverage handsfree note taking with OverQuota
Step 1. Red / Green Indicator
Using OverQuota Live will automatically capture notes for you. After the call, use the red / green indicators to see which notes need review or have important post meeting action items to complete.
Step 2. Listen to the Recording
Use the recording to listen back to specific parts of the conversation.
Step 3. Review Note Summaries
OverQuota will show which questions were asked in green and which were not asked in blue. The system will show the auto-generated notes for each question that was discussed. Notes can be edited if needed.
Step 4. Post Meeting Action Items
If there are any action items to complete, they can be found at the bottom of the summary. Notes can be copied and saved to CRM as needed.
