crm files upload photos crm photos upload files faq Can I Upload Files or Photos to CRM Leads and Clients?

NOTE: The following feature is only accessible with an LMN Pro subscription.

If your client is a residential customer or if they only have one jobsite, then it might make sense to use the top level client files.

  1. LOGIN to LMN
  2. Click on CRM > CONTACTS
  3. Click into a CONTACT
  4. Click on FILES tab at the top of the screen
  5. Click UPLOAD FILES, choose your file and click UPLOAD

*If needed you can select multiple files in one upload. The newest uploaded or edited file will appear at the top of the list.

FS_1_.png

Delete: Allows you to delete individual files. 

Download: Allows you to download an individual file. The download option will be based on your own browser settings, so if you are not sure where they went after you clicked Download button then check your browser download settings.

Edit: If you click on this button, you can edit your file name and description, you can also replace your photo or file by clicking on Replace.

Download All: Clicking this button allows you to download all files uploaded within this contact. This is handy if you accidentally uploaded a bunch of files to the wrong area, or wrong client/lead. 

FS_2_.png

 

 

Comments

0 comments
Please sign in to leave a comment.