We are always working to improve your experience and optimize lead management. Now, forms with file-type fields can save documents directly to the lead's record.
How does it work?
When configuring a form with a file upload field, you can link that field to a custom file-type field created in the Lead custom fields.
How to configure?
Create a custom field:
In the menu, go to system settings, select Custom Fields - Lead.
Create a new field of the File type.
Configure the form:
Go to the desired form.
Add a field of the File type.
Link that field to the custom field you created in the previous step.
Done!
When the lead fills out the form and uploads a file, the document will be automatically saved in the corresponding field of the lead's record.
You will be able to access the lead, view and download the file whenever you need.
Benefits
Centralization of information: all documents are organized within the lead.
Ease of access: view and download files with a few clicks.
Better experience for your sales and support teams.
Conclusion
This new feature represents another step toward automation and centralization of information in lead management. With files being saved directly to the lead's record, you gain more control, organization and agility in your sales process.
