How to upload attachments?

There are two ways to attach files to Notes and Deals for each contact.  

In this Article:

How to attach a file to a note, a call or a deal

How to attach a file to a note, a call or a deal with drag n' drop

How to attach a file to a note, a call or a deal

    1
    Open a contact in OnePageCRM
    2
    Click on  Add Note, Add call or Add deal
    3
    In the box → click on the clip icon → select the attachment you wish to upload
    4
    Click Save and your note with attachment will be shown in the timeline

How to attach a file to a note, a call or a deal with drag n' drop

    1
    Open a contact in OnePageCRM
    2
    Click  Add Note Note: You can drag n' drop in Add Call and Add Deal area also
    3
    Drag n' drop your selected file into the box
    4
    Your file will be attached to your Note

    NOTES
  • Maximum attachment size is 10MB and each user can upload up to 2GB of file storage.

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