How to upload attachments?

Multiple files can be attached to Notes and Deals for each contact. To attach a file to a note, follow the steps below:

  1. Open a contact.
  2. Click on Add Note (see A).
  3. Click on clip icon (see B). 
  4. In the new window, browse your computer and select the attachment you wish to upload. 
  5. Click on Open (see C).
  6. Insert your note.
  7. Click Save and your note with attachment will be shown in the timeline (see D).

NOTE:
  • Maximum attachment size is 10MB and each user can upload up to 1GB of file storage.

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