Wodify allows many types of attachments, including Microsoft Office documents, media files, and PDFs, to be added to Leads and Athletes.
To add an attachment to a Lead or Athlete:
- Login to Wodify Admin
- Click 'People' choose 'Leads' or 'Athletes', as appropriate
- Find the lead/athlete you wish to add an attachment and open the record
- Click on 'Documents'
- Click 'Upload Attachment'
- Choose the file from your PC/Mac and click 'Upload'
IMPORTANT!: All attachments are transferred when a Lead is converted to an Athlete.
TIPS!: Attachments can also be added when adding a note or logging activity. To learn how to add a note or log activity click here.