Attach Forms

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Jsdaley2207
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Attach Forms

Post by Jsdaley2207 »

Where do I attach forms under a contact? I need to be able to attach word, excel, and pdf's to my clients for their review. Can I also make them a user so they can view their info?
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Paige
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Re: Attach Forms

Post by Paige »

This is an awesome new feature of version 4.0, made available by the CRM Integrations WebTool. You can learn more about it here.
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