Easily upload documents to a Company or a deal.  Uploading documents is a great way to organize SOP's, quotes and other information about your deal in one place.

At the top of a DEAL Detail screen, you have an OVERVIEW of your Deal.   Choose the Documents tab.

Browse your computer for the document you wish to upload; .pdf, Quote, Excel

Click Upload Document button when ready!

Any Questions or trouble uploading Documents?  Contact your CRM Admin or help@firstfreight.com
help@firstfreight.com

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