Freshsales allows users to upload display pictures for deals. This is useful for sales agents in domains such as Real estate or Antiques where users sell properties or artwork. Adding a picture to a deal makes it easy for identification.
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.
When this option is disabled, users will lose access to add display pictures to deals.
How to add display pictures to a deal?
Go to the Deals module and choose any deal.
Click the deal. This brings up the DEAL SUMMARY overlay.
Click ‘Add display picture.’ This brings up the ‘Add files’ overlay. Choose and upload a picture from your system. You can also choose an existing file and opt to make it a display picture.
You can also access the ‘Add display picture’ option from the icon on the deal card and from the Deal Landing page.
Crop or resize the picture by dragging the highlight area. Once you’ve made suitable modifications to the picture, click .
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.
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,
What will happen to my deal pictures if my admin disables the feature on the account?
If the Admin disables the feature, but the plan is still Garden or above, then the pictures will be retained in the account for 30 days.