Uploading a document to a lead
You may need to add documents to a lead – for example policy documents, signed paperwork etc.
To upload a document:
- Navigate to the customer's lead.
- Click the New button on the Lead Summary Page.
3. Sel ect Document fr om the drop down.
4. You will now see the Add Document Screen.
5. Click on the Choose File button.
6. Select the document you want to upload.
7. Enter a Description of the document.
8. Click Add to upload the document to the lead.
9. You can now see the document in the lead's activity stream.
2. Enter a new description for the document and click Update.
Viewing a document
To preview a document:
- Click the view button beside the document name.
2. This will download the document and the user will be able to view this by opening the download.
3. The downloaded document will be in the same format it was uploaded.
Need more help?
We always aim to provide great support to everyone. Contact our support team for help and advice or let us know how we can improve FLG on our feedback site.