Add important documents to Account records. Use this feature to store important presentations, spreadsheets or PDFs for each customer.
You can add a document on the following:
- Details Page
- Action Plan
- Create New Drop Down
First, select the Account from the Accounts list.
Add Add A Document On The Details Tab
After selecting the Account, the default display is the "Details" tab.
Scroll down, at the bottom is the "Documents" list. Click "Add Document".
The "Add Document" page will appear. Click "Upload Document".
Select the document. The system will start uploading the document.
Once the upload is done, click "Save".
Add A Document On The Notes Tab
Go to the "Notes/Task" tab. Click on "Notes".
Fill out the fields on the "Add A New Note" page. Click "Upload Note Document".
Select the document to upload.
After uploading, click "Add".
Add A Document On The Action Plan Tab
Go to the "Action Plan" tab.Click on the "Action".
The "Quick Update" Page will populate on the left side side. Click "Action Details Ad Activity".
On the Action Details page, click "Upload Files".
Select the file to upload. After the upload you will see the file on this page.
Add A Document From The Create New Drop Down
Click the "Create New" dropdown and select "Notes".
Fill out the "New Note" page. Click "Upload Note Document".
Select the document. Once uploaded, click "Save".