Using web based software like Blitz allows you to have access to necessary information anywhere, any time. You have your contacts, notes, and appointments saved in Blitz, so why not save important files and documents as well? There is nothing worse than trying to finish up some work at home and realizing you need that contract PDF that’s on your work computer. Saving information in the cloud not only prevents that scenario, but also is a way to back up your important files in case something happens to your computer.
There are two ways to add files to Blitz:
1) Adding a file to a lead
If you have a scanned contract, deck page, photos, or any other files that pertain to a particular lead, go this route.
- Click on a lead’s name to open the Lead Log and select the Files tab.
- Click “Upload New File” in the dark blue bar.
- Create a title for the file in the “File Description” field, and click “Select” to browse your computer for the file. Click “Open” to choose the file.
- The file has been saved. To download this file later, click the “Download File” icon:
1) Adding a general file to your account
This would be any type of file that does not relate to a certain lead. For example, a quote sheet for staff to download when they need it.
- Click “Blitz Files” in the main menu bar. Here you will see all files in your account.
- Click “Upload New File” in the dark blue bar.
- Create a title for the file in the “File Description” field, and click “Select” to browse your computer for the file. Click “Open” to choose the file.
- The file has been saved.
- This list can be filtered and sorted like any other list in Blitz. To download this file later, click the “Download File” icon: