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.
