Subir y almacenar archivos en un registro de contacto


Infusionsoft incluye almacenamiento de documentos digitales que le permite centralizar los archivos y hacerlos más accesibles a los usuarios. Cada registro de contacto tiene un cuadro de archivo donde puede almacenar contratos, hojas de especificaciones, propuestas y más. Puede almacenar cualquier archivo que tenga menos de 10 MB de tamaño. Los archivos están marcados con fecha e hipervínculos para que pueda recuperarlos fácilmente mientras visualiza el registro de contacto.

Instrucciones paso a paso

1 - En el registro de contacto, haga clic en la ficha "File Box" situada en la fila inferior de las pestañas.

2 - Haga clic en Examinar para buscar un archivo en su computadora.

3 - Haga clic en Adjuntar para cargar el archivo en el cuadro de archivo del contacto.

Puede ver, eliminar o cambiar el nombre de los archivos almacenados en el cuadro de archivo. Si necesita actualizar un archivo existente, asegúrese de que tiene el mismo nombre de archivo y tipo de archivo (.doc, .xls, etc.) como la versión anterior. Cuando cargue el archivo de reemplazo, Infusionsoft le preguntará si desea crear un nuevo archivo o reemplazar el existente.


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