Can I upload a scanned copy of a deal document?
Yes, you can upload a copy of scanned documents to your deals.
- Navigate to the Deals screen and select the deal record you wish to upload a document to.
- Click on the "Edit Deal" button, and then go to the Documents tab.
- Click on the "Upload" button.
- In the pop-up window, complete the fields such as:
- Document Type
- Signature Status
- Document Name
- Select the file from your computer and click the "Upload" button to add the document.
Why Deals Matter in PropSpace
- Deals are a vital part of your sales pipeline and enable you to:
- Monitor transaction progress and set up timely follow-ups.
- Collaborate effectively by assigning tasks and sharing information.
- Make data-driven decisions based on deal performance and team efficiency.
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