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:
- Open a contact.
- Click on Add Note (see A).
- Click on clip icon (see B).
- In the new window, browse your computer and select the attachment you wish to upload.
- Click on Open (see C).
- Insert your note.
- Click Save and your note with attachment will be shown in the timeline (see D).
- Maximum attachment size is 10MB and each user can upload up to 1GB of file storage.