Base de conocimientos

Puedes cargar fácilmente fotos nuevas o existentes a los tratos o contactos en la aplicación móvil de Pipedrive cuando estés de viaje. Esto es muy útil si quieres hacer una foto rápida de tus notas de la reunión para adjuntarlas a los contactos o tratos relevantes o añadir una instantánea de la tarjeta de visita de un contacto después de haberles conocido en la última Convención de ventas.

Attaching photos in the iOS app

To attach a photo from your phone to a deal or contact, go to the detail page of a deal or contact, tap on the + button, and select photo. Here you have the options to choose a photo from your camera roll or take a photo.

If you select camera roll, you will be prompted to select a photo that already exists in your photo gallery.

If you select “take a photo”, you will be given the option to take a photo to attach to the deal or contact directly.

The uploaded photo will then be saved under the “timeline” tab of your deal or contact.

Attaching photos and files in the Android app

To attach a photo from your phone to a deal or contact, go to the detail page of deal or contact, and click on the + button. Here you have the options to either choose a photo from your camera roll or directly take and attach a photo.

If you select “attach file”, you will be prompted to select any photos or files that already exist in your phone storage.

If you select “take photo” you will be given the option to take a photo to attach to the deal or contact directly.

The uploaded photo will then be saved under the “timeline” tab of your deal or contact.