Hey Guys
How do I enable file uploads? My sales guy wants to attach / upload files into SuiteCRM, the Leads section. How do I enable it?
Thanks
Andrew
Hey Guys
How do I enable file uploads? My sales guy wants to attach / upload files into SuiteCRM, the Leads section. How do I enable it?
Thanks
Andrew
You can create a note or attachment record in the ‘History’ subpanel using the ‘Create Note or Attachment’ button.
You could also build a relationship to Documents in Admin -> Studio -> Leads -> Relationships to then create a document using the ‘Documents’ subpanel.
Thanks,
Will.