Manage Documentation Associated with Leads

admin

2 min read

Updated: November 29th, 2021

Where can I manage the documentation of my leads?

1. To view the documents that have been added and uploaded to your Lead’s profile, go to the ‘Leads’ section.

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data, or just select the lead profile from the leads list.

3. Click on the ‘Docs’ tab. On the Docs tab, you can find the supporting documents uploaded to your Lead’s profile. You can download the file or delete it.

4. To add more files associated with your leads, click on . Choose the file you want to upload. Add a file name on the ‘File Title‘ and you can add a description of the file on the ‘Description’ field.

5. Once done, click on ‘Save’ to store the attached file