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How to Add CRM Download File

October 24, 2024

Section 1: How to Access CRM System

Before accessing CRM system, you need to make sure the CRM system is activated.
After the CRM system is activated, it will appear in the left-side menu > Click CRM > Go to CRM System

Section 2: How to Add Download File

How to Add CRM Download File | Picture 1
Step 1: After accessing to CRM System, click "DOWNLOAD"

Step 2: If you wish to categorize your download file, you can fill in the category name and click "Add"

Step 3: Click "Add Download"
How to Add CRM Download File | Picture 2
Step 4: Add File Name

Step 5: Select a category or fill in the category name for a new category

Step 6: Select the customer level

Step 7: Click "Choose File" to upload file and click "Add" 
Please upload files in the following formats: jpg, jpeg, png, gif, pjpeg, x-png, pdf, doc, docx, xls, xlsx, ppt, pptx, zip , rar. The file size must not exceed 30MB.
How to Add CRM Download File | Picture 3
Here is a sample view from the website.

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