To add files to a lead:
Go to the lead view and find the "attachments" section
Click the plus icon to open the file manager
Use the file manager to upload the desired file from your desktop
Select the file and choose to associate it with the lead
The file will be added to the lead with information about who added it and when it was added
You can disassociate the file from the lead at any time, but it will remain in the file manager for easy access
You can add an unlimited number of attachments to a single lead, which will be accessible to any users with access to the lead.
Video Transcript
So oftentimes you want to add files to specific leads. You know, especially if you're in the industry, that you have files that you need to get someone to sign or they're sending over documents and things like that and you want to store that to the lead.
You can actually add whatever files you want that's associated with the lead. The way you do that is inside your lead view. You have this section over here called attachments. So once you go over here you can click on the little plus icon and this is going to open up your file manager.
So you're file manager at this point you can go out and hit, upload and go out and find your file on your desktop and upload it. Once it's in here you can select it and it choose, and that's going to automatically put this file. Who added it when they added it, and you can always lead it at any point. Disassociate it with this lead right. It's still in your file manager. But now this, this actual file, is associated with this lead.
So anybody who goes into this lead that needs to get you know a contract or gets something that you've that potential client have sent over. You can associate with the lead directly in the attachment section by just clocking the plus button, going out and finding that attachment and selecting it. So you guys unlimited amount of attachment per lead and it's all stored here for easy access for you or any club user that has access to that.