CRM - Documents

Modified on Wed, 06 Dec 2023 at 10:45 AM

Upload any documents that you want to attach to a marketing campaign here. Simply click +Add in the top right corner and then press the Choose file button to browse your computer for the necessary file before uploading. The Description field is mandatory and should be used to give a brief idea of that the file is to be used for (e.g. "Christmas Menu"). The Tags field is optional – it is there to help you classify and order your attached documents, especially if you are uploading multiple documents.


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