Journey AI CRM allows you to upload all the necessary documents for a particular contact in their contact card. Following are the step-by-step instructions for the same.
a. Log in to https://accounts.hyly.app and navigate to the CRM app.
b. Search for the contact and select the contact to go to the contact card.
c. Click on the document icon at the top right corner to upload a document.d. A pop-up will show on the screen to upload the documents.
e. You can upload the document from your system by clicking Browse Files.
f. You can also click Import From Dropbox to import it from your Dropbox.
g. The file must be less than 10MB in size and JPG, JPEG, PNG, GIF, ICO, PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, and TXT formats.
h. If you want to remove the uploaded file for any reason, click the Remove button.
i. You can add notes here.
j. And click Upload.
k. You can check the document under the Management filter of the Activity stream.
l. Click on the show more button to view the document.
m. You can also share the document via email by clicking on the share button beside the activity.
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