How to upload attached file into CRM via survey
Hi there.....if a customer uses the "file upload", is there
any way to get that into a field in the CRM Potentials module...even if
it is just a link to the attached file?
There are ways to get all other text-based fields in there, but the
only place I see the uploaded files are in the actual returned survey
itself, which sits under the contact name, and NOT the potential name.
Since the survey I am sending out has to do with a specific
potential, it will get confusing to have the images they upload under
the contact....with surveys stacking up under the contact.
Zoho Pagesense Resources
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.