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Features

Attach Files to Leads

Home » Features » File Attachments

When you’re trying to save or pass along lead info, sometimes words just aren’t enough. Now you can take that crucial picture or video and attach it as part of your lead documentation. Save it for yourself, pass it along to closers and managers, and ensure that information stays accurate from initial contact to installation.

  • Attach pictures, videos, PDFs, and more.
  • Share attachments across the company.
  • Increase accuracy and consistency across the sales process.

Whether you’re sizing up a roof, making note of potential pest treatment areas, remembering service bills, or prepping for solar panels, lead attachments is the tool for you and your company. Contact us to learn more about this and other game-changing features.

 

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STE 450
Lehi, Utah 84043

Support: 801-418-9009
Sales: 801-341-2569
What is SalesRabbit?

SalesRabbit is the complete outside sales app. A sales enablement service and mobile CRM designed specifically for outside sales, including field sales and door-to-door sales teams. Our canvassing app provides solutions for lead tracking, lead management, and all your other field sales and d2d needs.