- Shared Files
- File Tags
Shared Files
Shared Files are files uploaded by administrators and made available to everyone in your Pipeline CRM account. This is the perfect spot for presentations, price sheets, marketing collateral, and any other resources your entire team should be able to access.How to Manage Shared Files:
- Go to Settings in the lower-left corner.
- Select the Other tab and click Files.
- To upload a file for all users, click + Add File.
- To delete a shared file, click the Delete icon next to the file you want to remove.
File Tags
File Tags help you organize your documents for easier searching and filtering.File Tag Management:
- View your current tags, which are listed alphabetically.
- Edit a tag: Click the pencil icon next to the tag.
- Delete a tag: Click the trash can icon.
- Add a new tag: Click Add a new file tag.
Key Takeaways:
- Administrators have control over which files are shared across the account.
- File tags make locating documents fast and easy.
- Editing and removing files or tags requires just a couple of clicks.