Bling Bling CRM tutorial How to add / upload an attachment file for your customers

How to add/upload an attachment file for your customers

This tutorial provides a quick and simple demonstration of how to add attachments to customer profiles within the Bling platform. By following these steps, users can efficiently upload, manage, and delete customer-related documents, enabling them to maintain comprehensive documentation for each customer. The tutorial emphasizes the flexibility of this feature, highlighting that there is no limit to the number of attachments that can be added to customer profiles.

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To add an attachment to a customer profile in Bling, follow these steps:

  1. Navigate to the "Customers" section and select the specific customer profile.
  2. Click on the "I" button to access the customer details.
  3. Under the "Attachments" section, click on the plus sign to upload a document related to the customer.
  4. If needed, the uploaded attachment can be deleted by clicking on the delete option.
  5. To view the attached document, simply click on the document name.

By utilizing this feature, businesses can effectively maintain and manage customer documentation within the Bling platform. If there are any further questions, users are encouraged to reach out for assistance, with a commitment to a prompt response within 24 hours.