Attach Folder and/or cloud storage hyperlink
Hello,
Get Started. Write Away!
My company handles thousands of documents and photos, sometimes hundreds for a single Potential (we call them "Jobs"). We've tried Zoho Docs, and Google Drive to manage documents in CRM, but attaching dozens of individual files to a Potential is extremely time consuming, and they can only be previewed one at a time. I created a custom field that we copy & paste a quick link address into to access files related to the Job in Google Drive.
Would it be possible to add a hyperlink that can be edited to link to a cloud storage file (like Google Drive)? Place the hyperlink next to the other document links for easy access. Or allow us to attach a file folder to a Potential that can be opened in a popup window?
Thanks!
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