So here’s the scenario. You’re on the phone to an important customer and need to lay your hands instantly on the last letter or communication you sent them.
You’ll need to search through files and folders on your pc to find it and just when you need it quickly the damned thing seems to have gone walkabout. But you’re sure you filed it under I for Important Customer Documents. Or maybe it was under the company in question’s name? We’ve all been there
Whomever you’re talking to, uploading documents into intouchcrm and linking them directly to a contact saves time and hassle. Documents will always be:
- Available anywhere and everywhere you log onto InTouch
- Accessible to anyone viewing a particular contact record