โ Share & receive files instantly with clients in ProfitFlo. ๐๐โ - Paul Duncan
๐ Next-Level DJ Collaboration: Two-Way Document Sharing in ProfitFlo! ๐ง๐๐ผ
DJs, agencies, and teamsdocument sharing just got a major upgrade in ProfitFlo! Whether you're sending contracts, receiving client files, or managing important documents for events, this update is a game-changer. ๐ฅ
Now you can seamlessly share and receive files between the CRM and the Client Portal keeping everything organized, centralized, and totally in sync. ๐ง ๐ฒ
๐ฅ Whatโs New?๐ Two-Way Document Sharing Share docs from your CRM straight to your clients via the Client Portal... and now they can upload files back to you too! ๐ค๐ฅ
๐ Contact Document Management Upload documents under each contact and choose whether to share or unshare them with a simple toggle. Instant access control. ๐
๐ซ Stop Sharing Anytime Revoke access to any shared file at the click of a button. ๐ฅ๐ด
๐ฒ Mobile & Desktop Ready Share, preview, upload, and download documents from any device. Total flexibility. ๐ฑ๐ป
๐ค Client Control Clients can upload files, preview them, delete their own uploads, or download what they need right inside the Client Portal. ๐โจ
๐ก Why It Matters for DJs & Teams:๐ง Centralize Your Gig Docs โ Contracts, stage plots, riders everything stays attached to the right contact. ๐ฏ
๐ค Boost Client Communication Send docs and collect signatures or files without switching tools or apps.
๐๏ธ Stay Organized No more digging through emails or scattered drives your documents are all right where they belong.
๐ ๏ธ How to Use It:Go to any contact inside your CRM. ๐งโ๐ป
Upload a document to Contact Document Management. ๐ค
Use the toggle to share it with the Client Portal. ๐
Clients can upload docs back to you, you'll find them neatly stored under the Client Portal folder. ๐โ
๐ค Keep your gigs and client workflows smooth.This update takes your document management in ProfitFlo to the next level keeping everything connected, professional, and stress-free. ๐ผ๐ง๐ฅ
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