Support Center

Uploading/Removing files

Last Updated: Jan 15, 2014 10:34AM IST
You can attach a file to a lead from multiple sources such as your PC, a link, your Gmail account, your Dropbox account or your Google Drive account. 

To upload a file against a lead click on the lead from the Pipeline view,

Select the option Files from the lead details page. You can drag and drop a file from your computer or click on Pick File.

Once you have successfully uploaded the file, it will be reflected on the lead details page and on the main Pipeline view,

Removing files from leads

To remove a file from the lead click on the Delete File button next to the file you want to remove.
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