Using improveit 360 Go! your team can easily attach Files while out in the field. From an Appointment or Prospect record, using the "Attach File" button, you can upload files such as PDFs, Word docs, Excel spreadsheets, videos and more!
Apple devices will need to be running iOS 11 or greater
• On an Appointment record or Prospect record, click 'Attach File'
• Your device's file explorer will open, select the folder that holds the file you would like to upload
• Select the file you would like to upload and click 'OK'
• The file will be uploaded and attached to the record
• The file will be available for review at the bottom of the record
From the Prospect page, you will see four options along the bottom of the screen: Information, Details, Related and Attachments.
If you select 'Attachments' here you can see all Attached Files (not images) like PDFs, Excel files, Word docs, etc. This allows your team to easily locate a Sales Invoice PDF, or a previous Quote document for the customer.