Emails received from the customers or colleagues may contain attachments that you would want to save in the CRM record for quick reference. Instead of downloading or attaching the files manually you can use the "Add to attachments related list" option.
Other members of the organization, who have permission for a record can easily refer to the attachments when needed without going through the string of email communications.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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Make the most of Zoho CRM with these useful tips.