Sharing files from CRM to Projects

You can easily share files from CRM to Projects using share option in Deals. There is no need to download, upload and copy-pasting.

Here is how to do that,

  1. Navigate to the deal
  2. Click on Files tab in that deal
  3. Click on share icon next to the file you want to share
  4. Select the project you want to share that file with
  5. Click on Share.

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