Document

In the document, the admin can add related documents, photos or videos of site visits for the sales representatives.

Add Document

In CRM, Select Field Sales and click on Setting

On the setting, select the Document and click on + Document to add a new document for site visit

Add all the details and Save

A new Document will be added at the top

View Document

You can choose to view the Document that you have added

In the document, click on the Actions (3 vertical dots) and select the View button

You can view all the details of the added Document

Edit Document

In the Document, click on the Actions (3 vertical dots) and select the Edit button

Edit the Document and Save

Delete Document

In the Document, click on the Actions (3 vertical dots) and select the Delete button

Give your confirmation in the popup and the area will be deleted