Leads allow you to track any files 10mb or smaller relevant to the sales process in one location. Very handy if a sales person has to take over the process mid lead. Files can be added from the Files tab of the lead detail page.
In the File Upload box, drag and drop or click the file upload box. You can upload a maximum of 5 files at a time. Enter a file Description if required and click the X if you want to remove the file before upload. Click Confirm Upload and the file(s) will be uploaded and displayed with a date and user for tracking.
Access lead files by clicking on the file name to download to your device. If the file is no longer required, click Delete.
You can also email files directly to the quote by emailing to your tenantname@workguru.email with the quote number in the subject-line.
Any attachments to the email will display in the Files tab.
The header and body of the email will display in the Emails History tab.
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