|As part of your interaction with customers, you will have a number of documents created. For example, you may have specifications, requirements documents, purchase orders, invoices, quotations, costing sheets, etc. All these documents need to be organized and filed in locations where they can be easily retrieved for future reference.|
Where best can it be stored than their respective records in the CRM?
melssCRM allows you to attach files against any type of record in the system. Be it accounts, contacts, opportunities, leads, activities or any other screen, you can have related files attached to them.