Attaching Files & URLs
Attaching Files & URLs is very easy. When viewing a Lead or Client, select the Files Tab.
Uploading File: 1. 2MB File Size Limit, so make
sure the file is under that size.
2. Give it a Name or Description
3. Browse your local computer for the file and Select.
4. Click Attach File
Link to Website: 1. Name or Description
2. Actual URL - Be sure to add in the http://www.domainnamehere.com
3. Link URL
Side Note: For Files or URLs that you would like to make available to the Client Summary Page, Check the box and Radius will make them available. If you don't want them to be made available to Clients, don't check the box.