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Many require documents or details to be attached for the identified leads. This odoo module allows you to attach any number of documents in the CRM leads.<br><br>
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Odoo 12 - CRM Document Management System www.cybrosys.com
INTRODUCTION ● Many requires documents or details to be attached for the identified leads. ● This module allows you attach any number of documents in the CRM leads. ● The attachment can be a file or any url. ● The uploaded documents can be viewed and downloaded later.
Let’s see how it works.. Goto Pipeline: Select opportunity
Create document -> Select the type -> Then attach the document -> save
The tree view will look like following image. To attach multiple documents -> Create
For more information, Watch the video: CRM Attachment in Odoo
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