When you manage sales in your organization, you may have to send and receive several documents to your customers. They may be legal agreements, sales documents and so on. Zoho CRM's document management feature helps you work with all these documents from one place - that is, you can upload documents in the Attachments related list on each record.
In addition to uploading files from Zoho Docs, Zoho WorkDrive, Google Drive and your desktop, you can attach a URL and name them for easy identification to a record. That is, say you have documents on your Dropbox account or on your website and you wish to attach them to the record - you can simply use Zoho CRM's Attach Link (URL) option to do so.
To attach a link (URL) to a record
- To delete the URL, select Delete from the dropdown.
- Select Yes, Move to Recycle Bin button in the pop-up alert.
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