Documents to be shared with all customers
Answered
Hi there - I'm looking to add documents to IO (our brochure, public liability etc) that can be shared across all leads rather than just uploading per specific lead. Is there a way to do this? So every single customer has the option to attach the brochure or insurance to any email sent via CRM? Thanks!
The same question Access denied
Yes. The best approach is to add your brochure, public liability certificate, and similar files as shared document templates in InflatableOffice rather than uploading them to individual leads.
Once added, they can be made available as attachments when sending CRM emails to any customer. You would typically:
1. Go to your document/template settings.
2. Create a separate template or shared document for each file.
3. Upload or add the brochure and insurance documents.
4. Select them as attachments when composing an email.
If you want them included automatically, you may also be able to add them to a standard email template, depending on your account setup. Note that certificates and other documents should be replaced whenever they expire so customers always receive the current version.
Yes. The best approach is to add your brochure, public liability certificate, and similar files as shared document templates in InflatableOffice rather than uploading them to individual leads.
Once added, they can be made available as attachments when sending CRM emails to any customer. You would typically:
1. Go to your document/template settings.
2. Create a separate template or shared document for each file.
3. Upload or add the brochure and insurance documents.
4. Select them as attachments when composing an email.
If you want them included automatically, you may also be able to add them to a standard email template, depending on your account setup. Note that certificates and other documents should be replaced whenever they expire so customers always receive the current version.
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