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Adding Documents in TorkeHub CRM:
TorkeHub Team
Updated over a 9 months ago
Dear Reader, Thank you for your interest in exploring the functionality of the Document feature within sales management. This guide aims to provide a detailed overview of how to effectively leverage this feature to enhance your operations.
To add a document
first go to the CRM module and navigate to the Document section. You will need to add a few things first: a Folder and a Document Type. Step 1: Add a Folder
Step 2: Add a Document Type
Step 3: Add the Document
Once all fields are filled, click Save. Your document is now successfully added. We trust that this guide has provided you with a comprehensive understanding of how to add documents to your system. Should you require additional assistance, please do not hesitate to contact us.