How to send an attachment and message with Post Update

Do you need to add an attachment on the fly? Use the Post Update feature

1. Click on Post Update icon

**The Post Update window will appear

2. Select a Record Type **Options: Lead/Opportunity, Project or Task

3. Select the Record

4. Optional: Type in a message you can also ping someone by typing the "@" symbol

5. Scroll down in the Post Update Window

6. Click inside Attachments box, your file manager will pop up.

7. Select attachments

8. Click on Send

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