Nutshell crm attachments to email

Nutshell CRM allows you to attach files to emails sent from within the platform. Here's how:

Attaching files to emails in Nutshell CRM:

1. Compose an email: Click on the "Compose" button in the top right corner of the screen to start a new email.
2. Add attachments: Click on the paperclip icon in the bottom left corner of the compose window to attach a file.
3. Select a file: Choose the file you want to attach from your computer or cloud storage services like Google Drive, Dropbox, or OneDrive.
4. Add a description (optional): You can add a brief description of the attachment to help your team understand what it's about.
5. Send the email: Click the "Send" button to send the email with the attached file.

Supported file types:

Nutshell CRM supports a wide range of file types, including:

• Documents (PDF, DOCX, DOC, TXT)
• Images (JPG, PNG, GIF, BMP)
• Audio files (MP3, WAV, AAC)
• Video files (MP4, AVI, MOV)
• Spreadsheets (XLSX, XLS)
• Presentations (PPTX, PPT)
• Archives (ZIP, RAR)

Tips and best practices:

• Keep attachments small to avoid email size limitations.
• Use descriptive file names and descriptions to help your team quickly identify the attachment.
• Consider using cloud storage services like Google Drive or Dropbox to store and share large files.
• Use Nutshell CRM's built-in file sharing features to share files with your team or clients.

By attaching files to emails in Nutshell CRM, you can streamline your workflow, reduce email clutter, and keep all your important documents and files organized in one place.