Lead Documents

CRM Documents can be accessed from two locations:

1. Inside of the detailed lead page
2. Within their own lead documents list tab

View Documents

Location 1: On the lead document page (opens new window)

From this location, you can only view or delete a list of documents, you cannot create a new document. This view is useful for querying all the documents in a department, across all leads. You can perform searches etc from this table.

Location 2: On the Detailed Lead Page

From this location you can do the following:

• Create new document
• Delete document

TIP

You can only view the documents associated with the selected lead from this view. In addition when you create a new document here, it is automatically added to the selected lead.

Create a new document

To create a new document, from the lead detailed page - navigate to the third tab (crm documents tab) and click on the "add document" tab.

You will be required to enter the following information:

Field
Title of Document
Upload the Document

The document will be created. At this stage you can either, (1) download the document you just created, or delete it.