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Add Attachments to Leads

Last Updated: Sep 13, 2017 05:27PM EDT
Throughout your day, you should be updating tasks and adding or editing information about your leads to feed information back to your Sales Manager. 

PestPac allows you to upload attachments to a lead. For example, an image they sent you of 
pest. 
 
1. From the menu, click Sales & Marketing --> Lead Dashboard.

 

 Next, click the lead you want to update
 

 
2. Click the “Attachments” tab.

 

 
3. Click “Add Attachment.”

 

 
4. A name for the attachment is required, a description is optional. Click “Choose File” and find the file on your machine you’d like to upload.

 

 
5. Click “Save.”

 

 
6. The file will be added to the “Attachments” tab for when you need it. Click on the preview to open it in a new window.


 

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