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Documents

The Documents feature is used for attaching important documents and files to Cases, Accounts, Contacts, Opportunities, and other records. The functionality considerably reduces the amount of time allotted for searching the needed document as each one is already linked to the appropriate record in the CRM system.

Document folders

Document folders allow creating a so-called document repository where all the files are properly categorized according to the needs of the company. Each document folder can have several sub-folders. The folders can be presented in a tree view or a list view.