- Quick Start
- Set up your Team
- Custom Fields
- Sales Pipeline
- Task Management
- Client Management
- What is an ‘entity’?
- Manage Entity
- Lead Scoring
- Campaign Management
- Deals Management
- System Settings
Where can I find my media library?
The Media Library is a repository for all media files uploaded to the CRM such as photos, documents, and other files.
To access the Media Library:
1. Go to the Admin Panel.
2. Under the ‘System’ settings, click on ‘Media Library’.
3. You can see the list of all your uploaded files.
4. To add a new file, click the ‘+’ button.
5. Upload your file and fill out the required fields such as Title and Description.
6. Click ‘Save’ to upload the file.