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How to I add a document to a lead record?

There are two ways that you can add a document to a lead that you’re tracking in Aisle Planner.
For new documents:

1.  In a lead record, scroll down to the DOCUMENTS section.
2.  Click on the gold plus sign that you see in the DOCUMENTS section.  You can also click on the gold action button towards the top right of the lead record and select ADD DOCUMENT from the drop down menu.

For existing documents:

1.  If you’ve already created a document outside of a lead record or in the DOCUMENTS tab, click into the invoice and then use the LEAD NAME drop down menu to select a lead.   Once you’ve selected a lead, this document can also be found in the documents section of that lead record.

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