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You can now attach files directly to notes! And, with our new Files Browser you can easily find files associated with each lead.
Attaching files to leads via Notes
You can now upload images, PDFs, and other files directly to notes.
Enhanced attachment previewing in app
We've also improved the experience when previewing file attachments on emails, SMS, and now on notes.
Easily find files on leads via the Files Browser
We've also added a Files Browser that shows any files that have been sent, received, or uploaded to the lead. To access it, open this menu and click "View Files".
We hope both features allow you keep more of important documents within Close, and help avoiding using other tools for storage.