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