| File Attachments |
The file attachment and document management features allow for files to be uploaded to the AIMpromote system, acting as a central repository for your important business documents. You never need to wonder where the most recent copy of a file has been saved, or if you are editing the most recent copy, because now your entire workplace can share a single file location.
In addition to that, you can now attach files to each contact in your system. You can create documents for any prospect in your database, and simply attach it to their contact. It will stay there forever, and always be easy to find. Need to view the quote you gave to a prospect last May? Just open up the contact, and click to view the quote that was attached to that lead.
These files can also be sent as email attachments. Whether you are sending your emails manually through the lead detail page, or using the powerful marketing automation functionality within AIMpromote, you can choose to attach a specific file to any email. All you need to do is just attach the file to a lead, or upload it to your file depot, and then choose it as an attachment from a drop down menu. Just click send, and it will automatically be sent to your lead.
Also, the lead importing system has been engineered to allow the automatic attachment of files to leads upon import. Simply ZIP all your files into a single archive along with the AIMpromote import template and the system will create your leads and automatically attach any number of files to each lead. |
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