Free CRM Document Storage |
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In the paid versions of CRM FREE you can upload files in Accounts or Contact records as well as part of a Sale or Support Ticket. From with an Account you can see all files that are associated wit the Account, whether in a sale or support ticket or uploaded to a contact linked to the account or a support ticket of theirs. From an contact you can see what was uploaded directed in their record or an option to view all which includes all files part of a support ticket of theirs. This allows you toeasily find any and all documents that you need in the crm. There is also a crm wide document search to find files by name.
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Account & Contact Management Accounts Contacts Grouping Import & Export Sales Pipeline & Tracking Sales CRM Sales Tracking Sales Dashboard Customer Service & Support Software Customer Support CRM Customer Support CRM Case Management Service Level Agreements Calendar Adding Tasks Calendar & Task List Custom Fields API for Developers Document Storage Signup for FREE Now |
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