Freshworks CRM allows users to upload display pictures for deals. This is particularly useful for sales agents in industries such as Real estate or Antiques where users sell properties or artwork.
To enable display pictures on deals,
Go to Admin Settings > Deals Module.
Click the checkbox Enable display pictures for this module. This enables users to upload pictures on deals.
Note: When this option is disabled, users will lose access to add display pictures to deals. To add display pictures to a deal, 1. Go to the Deals module and choose any deal. 2. Click the deal. This brings up the DEAL SUMMARY overlay.
Click ‘Add display picture.’ This brings up the ‘Add files’ overlay. Upload a picture from your system. You can also access the ‘Add display picture’ option from the three dots icon on the deal card and from the Deal Landing page.
Crop or resize the picture by dragging the highlighted area. Once you’ve made suitable modifications to the picture, click Add.
The display picture will be added to your deal.
To view a deal picture in full size, hover on top of the deal card. This presents you with the option to view the full picture.
Click on View display picture to view in full size
What will happen to my deal pictures if I downgrade my plan?
On disabling the display pictures from admin settings, the already uploaded pictures are retained for a period of 7 days before they are completely removed from the system.