Adding attachment to records
1. Find and open the record. (Contact, Prospect, Quote, Activity)
2. Hoover your mouse over "Attachments" in the left menu.
3. Click on the plus sign.
3. Click on the plus sign.
5. Click "Click Here or drop files here to attach.
6. Locate the needed file on your computer.
7. Click the needed file.
7. Click the needed file.
8. Click Open.
9. Click Attach.
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