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      File Attachments for AMS360 and Fuse Pipeline

      Learn how your AMS360 integration with Fuse can allow you to upload file attachments to prospects' Pipeline cards.

      The integration between AMS360 and Fuse Pipeline enables you to upload file attachments directly to their Fuse Pipeline and read those files within AMS360 without needing to open Fuse. 

      Guide

      How to Upload and View File Attachments in AMS360

      Step 1: Upload Files to Fuse Pipeline

      1. Log in to Fuse: Start by logging into your Fuse account as you normally would.
      2. Navigate to Your Pipeline: Go to the Fuse Pipeline where you want to upload your file and find the specific lead card you want to attach a file to.
      3. Upload the File:
        • Click on the "Add Attachment" button.
        • Select the file you want to upload from your computer.
        • Confirm the upload by clicking "Open" or "Upload" (depending on your system prompts).
      4. Save the Attachment: Ensure the file is successfully uploaded by checking the attachment list within your Fuse Pipeline.

      Step 2: Access and View Files in AMS360

      1. Log in to AMS360: Open your AMS360 account.
      2. Navigate to the Relevant Activity:
        • Go to the activities section where your Fuse Pipeline activities are logged.
        • Find the specific activity to which you attached the file.
      3. View the Attached File:
        • Click on the activity to expand its details.
        • The file attachments from Fuse will be listed and accessible directly within AMS360.
        • Click on the file to open and view it without needing to switch back to Fuse.