Related Articles
Upload Photo using iPhone
For Leads and Contacts, you can upload an image by taking a photo or using an existing photo from the iPhone's Photo Library. To upload a photo Tap the Leads/Contacts module. All the records in the selected module will be listed. Tap the record to ...
Adding Photo
You can add a photo of your contacts and leads in your CRM account. You can delete the photos whenever required. To add a photo Click the [Module] tab. From the list of records, select a record for which you want to add a photo. In the Record ...
Upload Documents
Upload presentations, spreadsheets, PDFs, etc. within your Documents tab in CRM. You can upoad 10 files at a time. To upload documents Click the Documents tab. In the Documents tab, click Upload. Each file size should not exceed 20 MB. Select the ...
Upload Photos using Android
For Leads and Contacts, you can upload an image by taking a photo or using an existing photo in the android device. To upload photo Go to the Leads or Contacts module. Tap the record to which you want to upload a photo. In the Record ...
Upload and Manage Your Documents
Team collaborations allows you to browse and upload your files from your personal desktop, and cloud services such as Google Drive. You can upload any file type like *.jpg, *.png, *.doc, *.docx, *.ppt, *.xls, *.csv, *.mpeg, *.zip, *.mpeg, *.wmv etc. ...