Attachments (for Accounts)

CRM > Accounts > Attachments

Admin > CRM > Accounts > Attachments

Use the Attachments tab to upload files to an account profile.

Adding Attachments

1. Select the Admin > CRM > Accounts > Attachments tab.
2. Click Upload a new file.
3. Browse, then Select a file to upload.
4. Optionally enter an Alias name.
5. Click Save.