Attaching Files to Leads
1. To attach a file to a lead's profile, first open up the lead's profile.
2. Navigate to the right hand side of the screen.
3. Click the + under the Files section (shown below):
4. Select your file or files (multiple files can be selected at once).
Note: You can also drag and drop one or more files onto the file section to Upload. Leaving the page while a file is uploading will CANCEL the upload.
File uploads will have a progress indicator and can be cancelled at anytime during the upload (shown below):
To view a file in your browser click on the file preview (certain file types such as .PDF will download instead):
- The file can also be downloaded or deleted permanently
- Hover over the date/time to see who uploaded the file
- Max File Size: 100mb
- Allowed Number of Files: Unlimited
- Disallowed File Extensions: exe, vb, bat, cmd, etc (common harmful file types)
Attaching Files to Deals
1. Navigate to the Deals tab.
2. Open up a deal (files can only be added to existing deals).
3. Click Add Files (shown below):