- Firstly, click on the menu and click on Leads, ‘Live Leads’, find the customer you are after. Alternatively type their Lead number in the search bar at the top of the page. If you have a follow up set for today, you can click the edit icon on your dashboard.
- Once the lead page loads, scroll to the bottom of the page and on the right-hand side you will find a ‘Documents’ box, click here and press select files.
- Find the document(s) you wish to add to CRM on your computer, you can select multiple documents to upload at the same time by pressing down Ctrl while selecting each file.
- Click open and the document(s) will populate below and you will be able to select a document type for each file, these can be set in Admin (see our other how to videos for details on this).
- Press upload, a moment later the file(s) will be shown above with the document type.
You are currently unable to rename the file once uploaded, if you need to alter the name for any reason please do so before selecting the file on your computer.