Attachments

InflatableOffice allows for you to attach files to a lead for retrieving at a later date. Here are some examples of why you may want to do this:

  • Taking pictures in the field documenting a proper setup. 
  • Taking pictures in the field for promotional purposes.
  • Storing files the customer has sent you such as parking passes or campus maps.
  • Storing a digital copy of field paperwork.

Click on the lead that you need to add an attachment to, and click on the left side tool bar and select attachments, once there you can just hit the Add Attachment button and select the attachment that you wish to attach, and then make sure you save at the bottom right corner.


The following formats are accepted:

'bmp', 'doc', 'docm', 'docx', 'gif', 'htm', 'html', 'ico', 'jpeg', 'jpg', 'mov', 'mp3', 'mp4', 'odf', 'pdf', 'png', 'pptx', 'tif', 'tiff', 'vcf', 'vsd', 'xlsx', 'xls', 'zip"  

After sending the attachment it may take a few minutes to populate into the lead. 

Is this article helpful?
3 0 0