To add attachments for a specific lead in NOVA CRM, follow these steps:
Go to the People tab.
Search for the specific lead you want to add attachments to.
Click on that lead to open the lead details page.
On the right side, you may see a section for Tasks and Appointments.
Look for the Attachments section (this may vary based on your interface).
Click on the Add Attachment button.
Select the files you wish to upload from your device.
Confirm the upload, and the attachments will be added to the lead's details.
Adding attachments can help you keep all relevant documents and files organized with each lead's profile, enhancing your ability to manage and follow up effectively.
For any queries, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.