How to add Homework

How do I import Homework?

  1. Click on Opportunities on the left-hand pane.

  2. Click on the relevant Opportunity.

  3. Click on the attachments link at the bottom of the center pane.

  4. Click BROWSE… next to “Upload your Floor Plan” to select the file from your device, and then save.

  5. Click Drop or click here to upload… in the right-hand pane to select other images and files to save to this Opportunity.

    1. You can also batch upload several items at once by holding Ctrl on your keyboard and selecting all the relevant files in your File Explorer and dragging them on top of the Drop or click here to upload… link, then click UPLOAD.

  6. Your files will now show in the Attachments page center pane.


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