ActiveCampaign, a Chicago-based customer experience automation platform, has launched a new feature that allows users to attach documents to contact, account, and deal records, streamlining the process of keeping track of important information. Users can upload files in a variety of formats, including PDF, Excel, and Word documents, and these files will be accessible to team members within the same account. This feature will be particularly useful for sales teams, as they can now store contracts, proposals, and other important documents alongside customer information, resulting in a more efficient sales process. Additionally, users can create custom fields within records to categorize the attached files, ensuring that they are easily searchable and accessible. Overall, this new feature represents ActiveCampaign’s commitment to providing its customers with a comprehensive solution for managing their customer data.
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ActiveCampaign Easily Attach Important Documents Directly to Your Contact, Account, or Deal Records In today’s fast-paced business world, time is of the essence, especially when it comes to closing deals and managing customer relationships. One of the biggest challenges faced by sales professionals is having all the necessary information readily available when needed. Fortunately, there is now a solution that can streamline your workflow and improve your chances of success: attaching important documents directly to your contact, deal, or account records. With ActiveCampaign Sales and Bundle plans, you can now effortlessly attach important documents to your records, ensuring that all the essential information is right at your fingertips. Here are 3 ways Files on Contact, Accounts, and Deals will benefit your sales team: Close deals faster with all your important documents in one place By having all your important documents attached directly to your contact, deal, and account records, you
Easily Attach Important Documents Directly to Your Contact, Account, or Deal Records – ActiveCampaign kmacksey May 16, 2023 was originally published on ActiveCampaign
