CRM-Document Management Systemby Cybrosys Techno Solutions http://www.cybrosys.com
|Lines of code||84|
|Also available in version||v 15.0 v 13.0 v 14.0|
Many require documents or details to be attached for the identified leads. This module allows you to attach any number of documents in the CRM leads. The attachment can be a file or an url. The uploaded documents can be viewed and downloaded later.
Upload documents in CRM lead
Attach an URL on CRM lead
Download the attachments
Open the CRM lead. Click on the super button Attachments. Click Create and give a 'Name' for the attachment. Choose 'Type' as File and click Upload Your File to select and upload the file. Choose 'Type' as URL and type the url to upload.
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