Did we receive the application information from the prospect?
Where is that contract we sent in October to the client?
Do we have any pictures of the client’s house?
File storage and organization is a surprisingly big part of managing many prospect and customer relationships. Along with emails and notes, files are often a backbone of relationship histories.
Having files easily accessible and organized saves lots of time and helps avoid costly errors. In LoTops, you can upload an unlimited number of files — be they PDFs, JPEGs, spreadsheets or Word Docs. And when you upload them to a Contact’s profile, they stay linked to that Contact, easily accessible in the Files Tab.