Recommendation:
M
Michel McClung
It would be awesome if this CRM had capability to upload pdf's in notes
Example: Client asking about Heads up display on a pre owned vehicle and to upload the window sticker for the salesperson to reference
Shelby Parker
Thank you for posting, Michel McClung! I have a few more questions for you:
- What types of PDFs are most commonly needed to be uploaded in notes?
- How frequently do you anticipate using the PDF upload feature in your daily operations?
- Are there any specific security or privacy concerns we should consider when implementing PDF uploads?