Vantage CRM
Child pages
  • Adding a Note or Attachment

Versions Compared

Old Version 2

changes.mady.by.user Monica Murphy

Saved on

compared with

New Version Current

changes.mady.by.user Unknown User (kcifelli)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

In this video learn how to add a note or attachment to a record. Attachment file size limit is 25 MB, and Vantage CRM supports zipped files.

[Adding a Note or Attachment]