• Notes

    OverQuota automatically captures notes from conversations so that important details aren't missed and so you can stay engaged in the conversation.

  • A Step-by-Step Guide

    Follow these steps to leverage handsfree note taking with OverQuota

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    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.

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    Step 2. Listen to the Recording

    Use the recording to listen back to specific parts of the conversation.

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    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.

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    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.

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