Video File type

Kelli Houston
Kelli Houston Posts: 1
Photogenic
edited September 19 in Sales CRM #1

Is there a way, currently, to upload a video to a contact or deal? We put pictures in, but we often use videos to describe upcoming jobs as we walk the job site. It would be very useful if we could add the video as well as the photos for everyone to have! Thanks!

Answers

  • Edie Mew
    Edie Mew Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes

    Hi @Kelli Houston

    Great query! A workaround I have built for clients is using a custom field to store a shareable link to the files (if you're using any type of cloud storage)

    Hope this helps!

    Edie