How do we upload PDF’s or docs to deals?
We use external programs for
- Inventory management / Pullsheets / Quotes - (Current CRM)
- Rendering Software (For stage design)
How do we link those files to the leads ?
I’m brand new, so please be nice
How do we upload PDF’s or docs to deals?
We use external programs for
How do we link those files to the leads ?
I’m brand new, so please be nice