You can attach files directly to a Zulu CRM Contact record with ease. This is useful for storing contracts, quotes and other files relevant to this specific contact.
- From the left menu, click 'Contacts' then 'All Contacts'
- Find the customer in the list you wish to attach files too, click 'View' then 'Summary'
- You will be taken to that contacts summary page, scroll down and expand the 'Files' panel
- Press the 'Upload' button, a pop-up window will appear
- Click the large 'Drop files here to upload' box, or as per the caption, drag the files you wish to upload into this area
- The files will upload, and refresh the page once complete. You should see the files appear in the contacts file list
Warning: Files must be no greater than approximately 5MB, any greater size may cause the upload to fail. If you require bigger file uploads, consider compressing your files further (such as online tools to compress PDF's and images).
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