Organizing all the files in your CRM just got easier with new tag features for files. Tag and filter all your files under the Files tab.
Your CRM is the perfect place to store and manage your most important files. Whether you are storing presentations that you’ve delivered, saving customer invoices, or recording videos at a job site, effective document management in your CRM is critical. We’re happy to announce the release of file tags, a new way to label and organize your files in PipelineDeals. With file tags, you can easily sort and filter on your files in PipelineDeals and gain control over your file management.
To apply a file tag when you upload a file, select the option to Apply Tag when you upload a file on an activity.
You can also apply file tags by clicking into the cell for tags and selecting from available tags.
NOTE – file tag options are set by your account administrator. If you’re an Account Admin, you can add new tags on the fly by clicking the option add new tag.
Once you’ve started tagging your files, you can filter on your files just like any other list view. This will make it easy to find historical records and ensure great document management in your CRM. You can even save important lists here so that you can easily find presentations, invoices, or other files that you’ve stored.
Get started tagging files today by jumping back into your PipelineDeals account now.