Add File & Add Comment

Deskera CRM allows the user to record, track and manage leads to efficiently convert business opportunities. Deskera CRM allows the user to store additional files related to a particular lead and make additional comments regarding the particular lead on  the lead list itself, thereby providing easier access and making all details of a single lead available at a single place.

Prerequisites:

1. Ensure you have your Deskera CRM application URL in place.

2. Ensure you are the administrator/ assigned lead owner of the CRM application.

3. Ensure a good internet connectivity.

4. This feature is also available in other modules of CRM.

Add Files

Step 1: Go to Leads under My Links on the CRM dashboard.

Fig.5.2.8.1 CRM Dashboard

Step 2: Select the lead for which to add File and click on Add Files.Fig.5.2.8.2 Lead List

Step 3: Choose file and click on Submit to Save.Fig.5.2.8.3 Upload Document

Add Comments

Step 1: Go to Leads under My Links on the CRM dashboard.Fig.5.2.8.4 CRM Dashboard

Step 2: Select the lead for which to add comment and click on Add Comment.Fig.5.2.8.5 Lead List

Step 3: Enter the comments to be added and click on Add Comment to Save.Fig.5.2.8.6 Add Comment