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Steps to Attach Notes/Documents in the CentraHub CRM

Steps to Attach Notes/Documents in the CentraHub CRM

CRM System Help Docs

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.

CRM System Help Docs
CRM System Help Docs

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

CRM System Help Docs

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

CRM System Help Docs

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

Field Description for Attaching Notes.

CRM System Help Docs

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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