Attach the file while adding the notes, creating the activities (calls, tasks, emails) and organizing the appointments.
1. How to upload the file to the notes?
1.1 Open Lead, People or Company card.
1.2. Enter the note.
1.3. Click the "attach file" button and choose the file from the repository- start typing the file title and select it from the drop-down menu.
1.4. Click "Post"
1.5. Upload the file from your computer. Click the "cloud" icon and select the file from your computer.
or "drag and drop the file"
1.6. Click "Post".
2. How to upload the file to the appointment?
2.1. Open Lead, People or Company card.
2.2. Click "New appointment" button.
2.3. Click "Upload file" button.
2.3. Search the file from the repository > type in files title and select from the drop-down menu.
2.4. Upload the file from your computer. Click the cloud icon and select the file from your computer or drag and drop the file.
2.5. Click "Save".
3. How to upload the file to the new activity?
3.1. Open Lead, People or Company card.
3.2. Click "...Add activity".
3.3. Select activity type.
3.4. Click "Upload file"
3.5. Search the file from the repository > type in files title and select from the drop-down menu.
3.6. Upload the file from your computer. Click the cloud icon and select the file from your computer or drag and drop the file.
4. How to remove the file from the note?
4.1. Click on the "pencil" icon and click " X " button to remove the file.
4.2. Click "Save".
5. How to remove the file from the appointment and a task?
5.1. Click on the "pencil" button and click " X " button in the edit window.
5.2. Click "Save".
