File Attachments

When you’re trying to save or pass along lead info, sometimes words just aren’t enough. Now you can take that crucial picture or video and attach it as part of your lead documentation. Save it for yourself, pass it along to closers and managers, and ensure that information stays accurate from initial contact to installation.

• Attach pictures, videos, PDFs, and more.

• Share attachments across the company.

• Increase accuracy and consistency across the sales process.

Whether you’re sizing up a roof, making note of potential pest treatment areas, remembering service bills, or prepping for solar panels, lead attachments is the tool for you and your company.

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