Installation Company ERP / CRM


How To Add & Delete a Document

To do this:

  1. Within the Lead or Contract, head to the Document’s tab. Click the ‘Select Documents to Upload’ button.
  2. You can then select the file you’d like to upload from your computer. Select a Document Type and whether you’d like the file to be viewed within the APP.
  3. Select Upload once finished.
  4. To delete a document, select the red dustbin icon on the right hand side of the document and Yes to confirm.

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

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