Easily upload documents to any Company or Deal.  Uploading documents is a great way to organize SOP's, quote docs and other documents and share information.

When you open any Company, you see the Company Detail screen. Starting with Overview, Deals, Events...are a series of tabs that help you quickly assess this Company. After Notes, Click on the DOCUMENTS tab.

On the Documents screen, you can Search for existing documents.

You may also Add / Edit / Delete Documents here.

To add a document, click the blue Add button on the right...

The Add Document screen pops up!

Add a title to your document and a brief description if desired.

Drag-and-drop any document or Browse your computer for the doc you wish to upload.

Once you have added your document, click the Save button and...your document is in CRM and attached to the relevant Company or Deal. You may open and review this doc at anytime.

Adding Documents to Deals:

Like in companies, at the top of the DEAL Detail screen, you have an OVERVIEW of your particular Deal.   Choose the Documents tab.

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

Click Upload Document button when ready and SAVE. You've done well!

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