Tip #2 – Upload a File and Relate it to a Project and a Contact (Video)


This week’s tip I show you how you to create a folder, set permissions, upload a document and relate it to a contact and a project.

By relating a document to a contact, you have instant access to it directly from the Contact card. Also, using this same method you can easily share a common file across several Projects or Opportunities.

Where to go from here: