Documents
Overview of the Documents Window
The Documents window serves as a centralised location for attaching and managing files related to a lead’s record. This feature allows you to upload various types of documents, such as company profiles, product brochures, service agreements, images, and other supporting materials, regardless of the file format. By consolidating all relevant information in one place, you can streamline collaboration and improve the overall efficiency of your team’s workflow.
Uploading Documents
Adding new documents to a lead’s record is straightforward. Simply click the Import button, which opens a prompt to upload a file directly from your hard drive. This could include scanned contracts, signed agreements, promotional materials, or technical specifications. Once uploaded, the file name is securely stored in the database, along with any additional notes or descriptions you add to provide context. These descriptions make it easier for users to locate specific documents when reviewing the record.
Key Benefits of the Documents Feature
By utilizing the Documents window effectively, your organisation can:
Maintain a thorough and accessible repository of all critical information. Enhance internal communication by centralising documentation.Improve client interactions through consistent and professional documentation management.Provide a comprehensive reference for team members to review past or ongoing engagements.
The Documents window is an essential tool for streamlining workflows and improving collaboration. By keeping all documentation organised and accessible within a lead’s record, your team can operate more efficiently and deliver better service to clients.
