
Using Attachments TAB in C4C
This is a step-by-step guide for using the attachment links uploaded for GBI customer segmentation
By Andrei Arghirescu
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Click on "Accounts"

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Click on "Accounts"

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Click on "filter arrow"

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Make sure you see all or relevant selection

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Click on "Name" to search for a customer

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Click on the customer account (in this example "82617 Limited")

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Click here

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Navigate and Click on "Attachments" tab

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Click on "Installer Activation Survey"

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You will be directed to the survey form

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In case the customer already responded the survey, you will be presented a pop up message
