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.
Thanks!