File upload for uploading file (allowed file extensions: .jpg, .jpeg, .xlsx, .txt, .doc, .docx, .pdf).

Step 1: go to CRM > CRM Operation > File upload

Step 2: Click on (+) to create new document.

Step 3: In file upload screen select lead name and opportunity name.

Step 4: Enter file name and enter the file description.

Step 5: Hit on ‘Add’ to uploading file.

Step 6: choose file for uploading, allowed file extensions: .jpg, .jpeg, .png,.xlsx,.txt,.doc,.docx,.pdf.) and maximum file size: 4 MB.

Step 7:Hit on upload.

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