Upload files and attachments to your project and account for storage and sharing.
Learn how to:
Upload a file to an account
Upload a file to a project
Delete files and attachments
Plans & Permissions:
Plans: Free CRM, SalesCRM, PM, ERP
Permissions: Admin / Projects/ Accounts
Add and delete files
If you want to add files to an account for internal reference, you can do it in the account card. The maximum size of a single file is 5Mb. Attachments can be pictures, Word, Excel or PDF files.
To upload a file to an account:
Navigate to an account from Accounts/Pipelines/Projects
Click on the account
Navigate to attachments in the header
Drag & Drop the file or by click on Choose a file
To upload a file to a project:
Navigate to a project from Pipelines/Projects
Click on the project
Navigate to attachments in the header
Drag & Drop the file or by click on Choose a file
To delete or download a file:
Click on the more options icon (...) next to the filename
Click on delete to delete the file
Click on the filename to download the file
NB! The attachments section is meant for attachments related to projects/accounts for internal communication only.
Other related articles:
How to add leads to a pipeline
How to set up meetings and calls
How to add notes to an account
How to create a sales quote