You can also store any files that are relevant to a lead or customer record in The Layer, such as:

  • Customer correspondence

  • Copies of ID

  • Proof of address

  • Copies of previous bills

From a Lead or Customer record, click the Files button on the ribbon at the top of the screen.

This will open the File Manager.

From here, you can upload, open or delete files. Non-private files will also allow you to copy a link to the file.

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