Attaching Files to Lead Profiles

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 canceled at anytime during the upload (shown below). 

Viewing Files

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

File Information

• 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).