In this video, learn how to add attachments to a lead record, including various types of document files as well as links to files stored online such as Google Docs.
- [Instructor] If you have a file or even a link … that is relevant to one of your leads, … you can attach that file or link to their record. … That's what we're going to do in this movie. … We already that we can use notes to attach files. … For example, we went to Elaine Corey … by clicking her name to view her details … then we can go to notes. … Notice the one that shows up next to notes … indicating there's already one note … and if we wanted to, we could add a new note, … or go to an existing note, clicking the edit button … and click attach file to go browsing … for a file we want to attach to that specific note. … But if you want to attach it to the record … as opposed to the individual note, … click cancel and instead, … go to attachments. … Clicking the attachments menu item over here … on the left-hand side … takes us directly to that field. … It's actually right below notes. … And from here, you can see there are no attachments … but there is a link up here to attach. … Do we want to upload a file …
Author
Released
6/12/2019- What is a CRM?
- What Zoho CRM has to offer
- Adding new lead records
- Viewing, filtering, and editing leads
- Working with contacts and accounts
- Creating a deal for a contract
- Running and managing reports
Skill Level Beginner
Duration
Views
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Introduction
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What you need to know1m 10s
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1. Get Started with Zoho CRM
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What is a CRM?1m 43s
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What Zoho CRM has to offer3m 38s
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Launch the free Zoho CRM3m 23s
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Update your profile3m 12s
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2. Work with Leads
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Add new lead records4m 34s
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Edit lead records2m 27s
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Add notes to a lead2m 13s
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Add an attachment to a lead2m 58s
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Add and edit activities5m 32s
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3. Work with Contacts and Accounts
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Duplicate a contact2m 11s
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Delete a record2m 55s
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4. Work with Deals and Reports
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Create a deal for a contact6m 18s
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Search and locate records3m 29s
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Run a report3m 11s
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Manage reports2m 37s
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Conclusion
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Next steps59s
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Video: Add an attachment to a lead