CRM - Documents

Modified on Fri, 06 Jan 2023 at 10:00 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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