Lead and Email Attachments and Inline Images
This article answers the following questions:
In sales, the details matter — and so does having the right document at the right time, at the right place. Whether it’s a quote, a contract, a product catalog, or any other file, being able to attach and access key documents directly from your sales tool saves time and keeps everything organized. noCRM makes this easy with its built-in feature for attachments in prospects, leads or client folders and emails.
Where and how to insert documents in noCRM?
In noCRM you can manage your prospects, leads, and client folders, but also your emailing activity. Each item acts as a hub for all your interactions with a (potential) customer.
Attachments
You can attach files:
To the comment box of a prospecting list, a prospect, a lead, or a client folder — and know you can pin comments to emphasize the most important ones.
Directly to a lead, allowing your team to keep all relevant documentation related to a deal in one place. To attach a file to a lead, simply open the lead card, and on the right part click on the Add button in front of the Attachments mention. You can either upload files from your computer, from your Dropbox account, from an integration.
To an email when you're communicating with a prospect or a lead directly from noCRM.
Inline Images in Emails
Effective sales communication goes beyond text — sometimes, a picture really is worth a thousand words. With inline images in emails, users can enrich their messages with visual elements that capture attention, explain complex ideas, or add a personal touch. Inline images are visuals embedded directly within the body of an email, rather than as separate file attachments. They appear exactly where you place them in your message, which makes them perfect for product screenshots or photos, graphs or charts, visual instructions, or branded banners.
What kind of documents can be attached?
Attachments can be of different formats:
- Word
- Excel
- CSV
- Image
Each attachment can't exceed the size of 20 MB.
For more information on storage, please check this Help Center entry
Can all attachments be exported at once?
Attachments can't be downloaded/exported all at once. To export attachments, you'll need to do it one by one.
Remember that noCRM should not be used as a storage program. You can use Dropbox, Drive, or any other system of your preference.
