File Browser

If given the proper permission, you will have access to file sharing with Cool Life CRM through your client portal. Upon logging into your client portal, locate the Files menu, at the bottom of your screen.

To upload a new file to your company record, to share with the Cool Life team, click the link for "Upload a File." A new page will load.

Give a Description of what your file includes, and choose the file from your computer. When you are ready, click on .

To view the files currently on your company's record within our database, click the link for "All Files." A new page will load.

The list will include all files in your company's record, a description of the files, as well as who uploaded it and the date it was uploaded. To download any of these files, click the file name and it will download to your computer.

 

 

Have an additional question about any of our tools that you can't find the answer to? Submit it here and we will be in contact to help you!

Important: You must check the box above to continue.
  

Cool Life CRM

 

Cool Life CRM enables a 360° marketing solution coupled with a full Relationship Life Cycle process, providing valuable insights for business leaders in real-time.

800-988-8850
sales@coollifecrm.com
Client Support

Strategic Partners

Google Partner

Outlook

Sendgrid

IOS Compatible

 Skip Max Background Check Pair Networks

 

 

       

© 2016 Cool Life CRM, Inc. All Rights Reserved