A feature that has been requested a lot recently has just made it into the latest Channelyze deployment; namely the ability to attach files to leads and deals.

Being able to attach files to a lead or deal makes it possible to store important deal-related documents right where everyone can access them.

Attached documents are visible to both partners and vendors and might include quotes, sales orders, customer requirements and invoices that are related to the deal. Having lead related documents in one place, visible to all parties, makes it easy for all channel partners to collaborate more effectively to successfully close the deal.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s