How to upload attachments?

There are two ways to attach files to Notes and Deals for each contact.  

To attach a file to a note

    1
    Open a contact in OnePageCRM
    2
    Click on  Add Note .
    3
    In the Add Note box → click on the clip icon → select the attachment you wish to upload. 
    4
    Click Save and your note with attachment will be shown in the timeline.

To attach a file to a note, a call or a deal with drag n' drop

    1
    Open a contact  in OnePageCRM .
    2
    Click  Add Note Note: You can drag n' drop in Add Call and Add Deal area also.
    3
    Drag n' drop your selected file into the box.
    4
    Your file will be attached to your Note.

    NOTES
  • Maximum attachment size is 10MB and each user can upload up to 1GB of file storage.

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