Easily Link Related Files to Your Projects! Brittnee
The New Related Files Section makes tracking your bids even simpler! It allows you to link any file to a project. This way, you don't have to go searching--all your corresponding information for a big project is in one place!
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio354327638bf741f3abb177365c74aeec9image.png)
Start by opening a Project in Followup CRM and then scroll down to the Related Files section.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio354329068460ba8b2b7ca9660b125a8f5image.png)
Add a related file by selecting an item from the Pick a File field and the select the + icon to add the file. You can add multiple files.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio3543298048c50e9270dba5567ec385509image.png)
Remember to press Save at the top ad that's it! All your related files for the job are in one place!
Want more hands-on help? Sign up for our weekly group training!
Did this answer your question?