Documents Module in Centra HUB CRM provides information about all the documents stored in the Global Document Repository of Database. It ensures the people to access the right documents and associate the related documents with their deals. Documents Module gives complete information of all the stored documents.
No card required
Refers to the title of the Document.
Refers to the general description of the Document.
Select the checkbox for saving the Documents in Global repository.[To use the documents anywhere in CRM]
Attach the Documents file.