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How to include attachments in emails

Learn how to add attachments to your emails and email templates in PERQ CRM.

Updated over a week ago

Emails sent from PERQ CRM mobile and desktop now have the option to include attachments.

To include an attachment in an email template:

  • Open the email template

  • Click the "+ Attachment" button. (see image below)

  • Select your attachment

To include an attachment in an email to a contact:

  • Open the contact record

  • Click on the email icon and select the template

  • Click on the "Add Attachment" button

  • Select the attachment - attachments can either be uploaded or chosen from that contact's record.

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