File attachments are documents, such as Marketing Collateral, Sales Quotes/Orders/Invoices, SLA, and others that can be associated to the CRM modules. Notes are the electronic equivalent of paper sticky notes. You can use the notes to write questions, reminders, and anything you would write on notepaper. These are useful for storing bits of information related to customers, which you may need later.
Attach documents from your Desktop, Zoho Docs and Google Docs to the leads, contacts, potentials, etc. in Zoho CRM.
Add important notes to the records in Zoho CRM for easy reference to vital information.
Yes. You can attach more than one document at a time, provided the total size of the attachments (files) does not exceed 20 MB.
When mails (with attachments) are sent using the email template, the attachment is counted only once for your storage, For example, if you send emails to 100 users, the document attached is not counted on your storage 100 times. Only the document(s) attached to the template is considered for storage.
If you want to delete the attachment in the email template, you can edit the template and remove it.
Zoho CRM offers file storage (doc, xls, ppt, pdf etc.) for an organization as given below:
For additional file storage, go to Upgrade > Manage your plan.