File Management

Attach Files to Leads

The file attachment and document management feature, which allows files to be uploaded to the AIMcrm system, acts as a central repository for your important business documents. You never need to wonder if you’re editing the most recent copy or where it’s been saved. When you’re using AIMcrm, your entire workplace shares a single file location. Additionally, files can be attached to each contact in your system. Documents can be created and simply attached to their contact. The document will stay there forever, easily accessible. Need to view the quote you gave to a prospect last May? Just open up the contact, and click to view the quote attached to that lead.

Email External Files

External files can also be sent as email attachments. Whether you’re creating emails manually through the lead detail page, or using AIMcrm’s powerful marketing automation functionality, a specific file can be attached to any email. Simply attach the file to lead or upload it to your file depot, and then choose it as an attachment from a drop down menu. Just click send, and it will automatically be emailed to the lead.

Automate File Attachment

Also, the lead importing system has been engineered to allow the automatic attachment of files to leads upon import. Simply ZIP all your files into a single archive, download the AIMcrm import template and the system will create your leads and automatically attach any number of files to each lead.

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