The CRM lets you share images with your team members by copying them right inside the lead note field.
Take screenshots of your scribbles, instructions, questions or anything else that you wish to share and post the images in your notes without having to browse for files to upload!
When it is time to add a new image, copy the image to your clipboard, place the cursor into the note field and paste (Control+V or Command+V). The image will then appear in the note:
Once the image preview appears in the Note, you can change the image title and optionally select a label (or just leave the default label).
Repeat the process above for inserting an unlimited amount of images into a single note.
Prior to posting the note, you have the ability to choose which users to send an email alert regarding your new note.
The email alert sent out by the system will now also include your image thumbnail(s). Clicking on a thumbnail in the email will bring the user directly to the full image within the CRM.
After you’ve finished editing the note, click on the Post button and the new note will be added, while the pasted image will be saved on the lead from and shown below the note:
To preview the image, click on it and it will show up on your screen in full size. If needed, you can also download the image file using the Download File link provided in the preview window:
The image you saved can also be found on the attachments tab – look for the title that you entered when you posted the image:
