File Attachments on Events

Files can now be uploaded against any Event (Quotes, Contracts, Work Orders, Invoices, Etc.). To enable files for any Event in your system, open settings and browse to Team Settings -> Events tab. Check “Show Files”, which is all the way to the right.

All files from the Leads attachment tab will be visible on any Events that are generated from the Lead.

Adding Attachment to Lead

Opening Attachment from Quote generated by the Lead

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Transaction link on Events

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Placing Pipeline Items On Hold