20th Feb, 2021 (Upload multiple files and links)

You can now upload multiple files, links and add description in Files section. 🎁

Capabilities-

• You can add and share “Links and URLs” in the Client Portal. Go and share those cloud documents, portfolios, tools, forms, playlists, courses, reports, etc. with your customers.

• You can Rename a File and Add a Description to it. Make it more readable and understandable for your customers.

• You can now add multiple files at one time.💫

• It's not only you who will have all these benefits but your users through Client Portal would also be able to upload files, links and description. 🌻

How can you access it?

• How to upload links - Go in file section of leads/customer and click on drop down arrow right besides 'Add'.

• How to add description - Any file/link that has been uploaded, click on 3 dots and you will find option of "Update file info". You can add/edit details there.