Product Updates

File Attachments on Notes + Files Browser

You can now attach files directly to notes! And, with our new Files Browser you can easily find files associated with each lead.

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Attaching files to leads via Notes

You can now upload images, PDFs, and other files directly to notes.

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Enhanced attachment previewing in app

We've also improved the experience when previewing file attachments on emails, SMS, and now on notes.

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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".

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We hope both features allow you keep more of important documents within Close, and help avoiding using other tools for storage.