In sales, the details matter, and so does having the right document at the right time, in the right place. Whether it's a quote, a contract, a product catalog or any other file, being able to attach and access key documents directly from your sales tool saves time and keeps everything organized.
In noCRM, you manage your prospects, leads and client folders, but also your emailing activity. Each item acts as a hub for all your interactions with a (potential) customer, and you can attach files to all of them.
You can attach files:
To the comment box of a prospecting list, a prospect, a lead or a client folder. You can also pin comments to emphasize the most important ones.
Directly to a lead, so your team keeps all the documentation related to a deal in one place.
To an email, when you communicate with a prospect or a lead directly from noCRM.
Follow these steps:
Open the lead.
In the right part of the lead, click the Add button next to Attachments.
Upload the file from your computer, from your Dropbox account or from an integration.
Effective sales communication goes beyond text: sometimes, a picture really is worth a thousand words. Inline images are visuals embedded directly in the body of an email, rather than attached as separate files. They appear exactly where you place them in your message, which makes them perfect for product screenshots or photos, graphs or charts, visual instructions or branded banners.
You can also drag and drop files and images directly into the body of the email.
Attachments can be in the following formats:
Word
Excel
CSV
Image
For more information on storage, check this Help Center article.
No. Attachments can't be downloaded or exported all at once: to export attachments, you need to download them one by one.
