Leads allow you to track any files relevant to the sales process in one location. Very handy if a sales person has to take over the process mid lead.
Add or edit a lead and from the lead's detail page, click the Files tab
Click Select files to choose the file to upload. Add a description and click Upload.
Access lead files by clicking on the file name to download to your device. If the file is no longer required, click Delete.
Note: Files attached to emails sent to the lead will automatically appear in the files tab.
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