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Adding Documents to Activity Series

New Member
Posts: 6
Country: United States

Adding Documents to Activity Series

Is there any way to add documents to each step (when needed) in an activity series?

 

Example: Print out new client cover letter - would be great if it was attached to the activity and they could open it, modify it and print it...

 

If not what can you recommend a process for this?  Thanks for any insight..

 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Adding Documents to Activity Series

That can't be done by the built in activity series, it would require an addon program for that . I believe the addon called Sales Automation Manager will do what you want. Check this web site, http://www.crmaddons.com/
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129