Attach files to your notes on Capsule Mobile

Gavin Williams posted in product November 13, 2017

We’ve been working hard to get as many useful features as possible from Capsule into Capsule Mobile and attaching files to notes is the latest feature to make an appearance.

Uploading files is as simple as it should be. Simply tap the attach icon in the navigation bar and you will be taken to a screen giving you the option to upload from ‘iCloud’ or ‘Photos and Videos’ if you’re on iOS or just to ‘Select a File’ if you’re using Android.

Once you’ve selected your file, it will be shown in the ‘Uploads’ section — this is where you can check you’re uploading the correct files and remove them from the queue if necessary. You can add multiple files to be uploaded.

Tapping ‘Upload’ will cycle through all files in your ‘Uploads’ list and upload them one by one, adding them to an ‘Attachments’ list in the process. Once they are in this list, they have been successfully uploaded.

We’d love to hear from you! Please let us know what you think about the new update or if you have any questions.

Read more about product

Know why you’re losing sales opportunities

Everyone loses a sale now and again but how often do you learn from it? It’s important to understand where it all went wrong, even more so if it’s down to the person selling.

Keep your sales pipeline moving with Stale Opportunities

Sometimes you don’t lose a sale, it just goes stale. What’s important is to be aware of these stale opportunities and put plans in place to reinvigorate them or close the opportunity.

Create your own reports with Google Data Studio

We've got some great news for our customers on the Teams plan - now you can create your own sales opportunity reports in Google Data Studio