Note options
K
Kalista Greene
There is not an option to upload an image on the note tab such as providing an example of texts that may not be in drive itself. It would be nice to be able to copy and paste images or upload files if needed instead of typing out what is needed.
Shelby Parker
Thanks for sharing this, Kalista Greene — totally hear you on how limiting it is to have to type everything out when a screenshot or file would be much clearer. To make sure we’re thinking about the right solution, could you share a bit more about (1) what you’re typically trying to attach (e.g., screenshot of a text thread, a doc from a customer, etc.), (2) where you need those attachments to live (notes on a specific customer/lead/deal, or somewhere else), and (3) what you’d want to do with them afterward (just view, download, share with teammates, include in follow-ups, etc.)?