Original Question:
Mahari McTier asked us:
“Can I upload a document into the CRM and connect it to a contact?”
Answer:
Yes, you can upload and attach documents to a contact in Agent CRM! This is useful for storing signed forms, policy documents, or any other important files related to a client. Follow these steps to set it up:
- Create a Custom File Upload Field
- Go to Settings → Custom Fields.
- Click Add Custom Field and select File Upload as the field type.
- Give the field a name (e.g., “Client Documents” or “Uploaded Forms”).
- Attach the Document to a Contact Record
- Navigate to Contacts → Contacts/Smart Lists.
- Select the contact you want to upload a file for.
- Click the Additional Info tab (upper left of the contact record).
- Scroll down to your newly created File Upload field and add your document.
Once uploaded, the file will be stored within that contact’s record, making it easy to reference when needed.
More Resources
To further improve your Agent CRM experience, explore these related blog posts:
- Quick Win Strategies for Insurance Agents
- What Can Agent CRM Do?
- Automate New Insurance Lead Campaigns
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:
