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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"
Step #2: Click on "Accounts"
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Click on "Accounts"
Step #3: Click on "Accounts"
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Click on "filter arrow"
Step #4: Click on "filter arrow"
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Make sure you see all or relevant selection
Step #5: Make sure you see all or relevant selection
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Click on "Name" to search for a customer
Step #6: Click on "Name" to search for a customer
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Click on the customer account (in this example "82617 Limited")
Step #7: Click on the customer account (in this example "82617 Limited")
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Click here
Step #8: Click here
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Navigate and Click on "Attachments" tab
Step #9: Navigate and Click on "Attachments" tab
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Click on "Installer Activation Survey"
Step #10: Click on "Installer Activation Survey"
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You will be directed to the survey form
Step #11: 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
Step #12: In case the customer already responded the survey, you will be presented a pop up message

Using Attachments TAB in C4C