Installation Company ERP / CRM


How to Add and Delete an Image

To do this:

  1. Within the Lead or Contract, head to the Images tab and click on the ‘Select Images to Upload’ button.
  2. Select the image you’d like to upload, the Image Type and whether you’d like this to be viewed in the APP.
  3. Select Upload once finished.
  4. To delete an image, select the red dustbin icon under the image and yes to confirm.

Thank you for watching our how-to video on How To Add and Delete an Image, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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