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iOS: How to add a photo note to a deal or contact person?

To quickly add a photo from your camera of the latest hand-written meeting notes or whiteboard doodles, tap on the + button on a deal, person or organization view.

If you select "Photo" from the menu, you will be prompted with the preview of the recent items on your device's gallery. Tap on the photo to save it as a note to the deal, person, or organization you have open:



The photo will be saved on Flow tab and will also be accessible also on the web app.


If you'd like to save an older photo, or take a new one, simply click 'Camera Roll' or 'Take a Photo' from the options.