File Attachments
Attach files to contacts and deals for easy reference.
Uploading Files
- Go to a contact or deal's detail page
- Find the File Attachments section
- Click Choose File and select a file
- Click Upload
Supported Files
You can upload any file type — PDFs, documents, images, spreadsheets, etc. Files are stored securely and accessible only to your organization.
Managing Files
- View file name, size, and upload date
- Download files by clicking on them
- Delete files you no longer need