- APIs (1)
- Accounts (12)
- Administration (13)
- Billing (3)
- Calendar (9)
- Contacts (6)
- Documents (3)
- Email Campaign (9)
- Emails (17)
- Form Builder (12)
- General (19)
- Knowledge Base (4)
- Leads (15)
- Opportunities (4)
- Pre-sale (1)
- Preference (6)
- Products (5)
- Quotes (5)
- Report (1)
- Round Robin (1)
- SMS Texting (2)
- Social Intranet (3)
- Support Cases (4)
- Training (2)
- Vendors (6)
- Web Resources (1)
- Website (2)
Most Popular Questions
- How to export contact list from Salesforce?
- List of Local Listing Directories
- How to download Google Sync to Blackberry?
- How to delete a field in a form?
- How do I export my Leads to Outlook?
Most Recently Viewed
- How to add a paypal link to my email?
- How to view Bounced Emails?
- How to export contact list from Salesforce?
- How do I logout from CRM Boost?
- How to modify a Vendor?
Most Recently Added
| ||||
|
1. Search for the Lead you with to add the document to. 2. Click through to the Leads Details Page. 3. Scroll down and click on the sub-tab "DOCUMENTS". 4. Click Browse or Choose File button to locate file. 5. Locate and choose the file on your local computer. 6. Enter a description for the file you wish to upload. 7. Click UPLOAD. 8. Wait for confirmation of uploaded file. Documents can also be stored independently within Leads, Accounts, Vendors, Opportunities, and Support Cases. Simply go to the corresponding module's detail page and scroll down to click on the sub-tab for Documents. | ||||
Did you find this helpful?