The software 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.
How to Attach a File to a Lead
- From the Leads/Event's page, search for the lead that you wish to add an attachment to.
- Click on the left side tool bar and select attachments. Once you're there, you can select the "Add Attachment" button and choose the attachment that you wish to attach. After attaching an attachment, it may take a few moments to populate into the lead. Make sure you save the lead.
Drag and Drop Attachments
- From the Leads/Event's page, search for the lead that you wish to add an attachment to.
- Click on the left side tool bar and select attachments. Once you're there, you can drag and drop attachments into the lead, as pictured below. After dragging and dropping the attachment, it may take a few moments to populate into the lead. Make sure you save the lead.
Accepted Formats for Attachments
'bmp', 'doc', 'docm', 'docx', 'gif', 'htm', 'html', 'ico', 'jpeg', 'jpg', 'mov', 'mp3', 'mp4', 'odf', 'pdf', 'png', 'pptx', 'tif', 'tiff', 'vcf', 'vsd', 'xlsx', 'xls', 'zip'
Maximum file size is 25MB.