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Steps to Attach Notes/Documents in the CentraHub CRM

Steps to Attach Notes/Documents in the CentraHub CRM

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1. Select the [Module] in the Search Box below CentraHub CRM Icon.( Module refers to Accounts, Leads, etc.,)

2. On the Homepage [Module], click on any individual record to view detailed information.

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3. Under the Related Lists in the detailed information page, you can view recorded documents.

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4. Click on Action button to create New Notes/Documents.

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5. Click on New Document to enter the relevant details.

Field Description for Attaching Notes.

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Attach file

Select the documents and attach the files for the record.

Title

Enter a title for the document.

Description

Enter the description related to the document.

Global document repository.

Click on the checkbox to save the document in the global repository. [Access these documents anytime, anywhere]

4. Click Save.

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