The Files feature in The Layer allows users to securely store, access, and manage essential documents associated with both lead and customer records. This feature is designed to support organised record-keeping, streamline customer interactions, and to support compliance efforts.
The Files area is designed to store files relevant to each record, ensuring easy access for future reference and seamless integration with customer management processes.
Types of Documents You Can Store
You can store a wide range of documents in The Layer, including but not limited to:
Customer Correspondence: Store any written communication exchanged with the customer, such as service-related emails, letters regarding account changes, and customer requests for upgrades or new services or completed forms.
Identification Documents: Maintain copies of accepted IDs, which may be required for identity verification and compliance.
Proof of Address: Upload documents like utility bills, official letters, or documents to verify the customer’s address, which may be necessary for service eligibility and billing accuracy.
Signed Quotations and Contracts: Keep copies of signed service agreements from the previous suppliers, quotations, or signed contracts. This includes manually signed documents or quotes signed electronically from other suppliers or third parties, ensuring all signed commitments are readily available for reference.
Billing Statements and Account History: Store previous billing records, account statements, and payment confirmations to assist with account inquiries and support customer service needs.
How to upload files in the Lead or Customer record
To store files within a Lead or Customer record in The Layer:
Upload, Open, or Delete Files: From the Files section, you can upload new files, open existing files, or delete any documents that are no longer relevant. This helps ensure that each customer or Lead record is up-to-date with accurate, relevant information.
Navigate to the Record: Access the specific lead or customer record where you wish to store the document.
Access the Files Section: Click on the Files button located in the ribbon at the top of the screen.
Click on "Select Files":
In the Lead or Customer record, click the Files button in the ribbon at the top of the screen.
In the Files section, click Select Files to begin the upload process.
Choose Your File:
Browse your preferred file location, select the desired file, and click Open.
Once selected, the file name will appear in the File Name field.
Edit the File Name (Optional):
If you wish to rename the file, you can edit the text in the File Name field before uploading.
Confirm File Selection:
You will notice your file now appears below the Select Files button, confirming it’s ready for upload.
Click "Upload Files":
Once you’ve confirmed all details, click Upload Files to complete the upload process.
The uploaded file will now be stored within the selected Lead or Customer record.