Now in ElevatorZip you can store files on each Lead. This makes it easy to keep documents organized by repair project.
Now you can store things like proposals, survey forms, (additional) images, maintenance contracts, and any other file right to the Lead.
Just scroll to the bottom of the Lead and add files you want.
Note: Field users do not have access to these files. This is for internal office use only.
If you’re interested in trying ElevatorZip, feel free to schedule a demo now.