How To Create An Attachment in SuiteCRM 7.11.7 Leads

How To Create An Attachment in SuiteCRM 7.11.7 Leads

This video explains the method to create an attachment for a lead in SuiteCRM 7.11.7 Leads Module

Process:

Navigate to Leads module Select any one of the leads to create an attachment for a lead Scroll down to History section,Click on Create an Attachment Click on full Form

Contact:

Relate the contact if the lead is converted to contact or else just ignore it.

Related to :

Automatically it relates to the current lead record here.If you want to change,You could change the related filed to someother type.

Subject:

Enter the subject of the note

Attachment:

Upload an attachment by clicking on Choose File option

Note:

Give a Decription about the note

Assigned to:

Assign the record to the user or administrator as follows

Enter the following details and create a note by saving it. Now view the leads attachment in the history section

With this,The method to Create an Attachment for a Lead In SuiteCRM 7.11.7 Leads module comes to end.