Upload and store files directly against lead and customer profiles — treatment brochures, price lists, consultation notes, referral letters, or any supporting document. Files are accessible to all authorised team members and carry through to the client record upon conversion.
How It Works
01
Open a lead or customer profile and click the Files tab
02
Upload any file type: PDF, DOCX, JPG, or PNG
03
Tag the file with a category for easy retrieval
04
Files transfer automatically to the full client record on conversion
Key Features
Any File Type Upload
Category Tagging
Auto-Transfer on Conversion
Team Access
Secure Cloud Storage
Version History
Download Option
Mobile Access
Pro Tips
Attach your treatment menu PDF to every new lead profile so the team can reference it in calls
Upload consultation notes as a PDF immediately after every discovery call
Review all files on a lead record before the first in-clinic appointment to be fully prepared