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How can I Import a PDF file into the CRM? RRS feed

  • Question

  • We have our contracts saved as PDF files. I would like to import them and link them to our accounts. How do I get them to import? I've tried saving them as .txt and .xml but I always get a message saying it cannot be imported. 

    Thanks for your help!


    Heather Haley

    Tuesday, April 24, 2012 2:23 PM

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