Upload your Attachments
Are bills or blueprint of plan or documentation of the project being lost? Would you prefer it being safe digitally? Does it make your job easier if its accessible on your finger tip? To find more about it, let's follow the steps.
Written by
Shishira
Updated over a week ago
Step 1 - Customer Attachments
- In the customer/contact profile, select attachment icon.( icon)
- Select the file to upload and click "open".
- View the uploaded attachment under the attachments tab on the customer profile page.
- Options to download and delete attachements are also provided in the (3 dot icon).
Or
- In the customer/contact profile, click on "Attachments" tab, by selecting >(arrow icon)
- Select the file to upload and click "open".
- View the uploaded attachment under the attachments tab on the customer profile page.
- Options to download and delete attachements are also provided in the (3 dot icon).
Step 2 - Sales Attachments
- In the respective sales profile, select attachment icon.( icon)
- Select the file to upload and click "open"
- View the uploaded attachment under the attachments tab on the sales profile page.
- Options to download and delete attachements are also provided in the (3 dot icon).
Or
- In the respective sales profile, click on "Attachments" tab, by selecting >(arrow icon)
- Select the file to upload and click "open"
- View the uploaded attachment under the attachments tab on the sales profile page.
- Options to download and delete attachements are also provided in the (3 dot icon).