How to Pin files to a contact
Find important documents and files you've attached quickly by pinning them to your contacts. Once you do, they will be prominently displayed under your contacts' background information. You can also access all pinned files from contacts in the same organization under the Account View.
|In this article, find out how to:|
|Pin a file to a contact|
|Pin a file to a contact from the Organization view|
|How to unpin a file|
How to pin file to a contact
How to pin a file to a contact from the Organization Activity timeline
Note: Any file pinned from the Activity timeline of an Organization will also be pinned to the contact the file is associated with.
How to unpin a file
Note: Files are not deleted when they're unpinned, and can be found in the note/call/deals sections in the Activity timeline.
- You can pin any file attached to a call note, note or deal.
- You cannot pin files attached to emails.
- You cannot pin files to organizations. However, if you pin a file to a contact that is part of an organization, the file will also be pinned in the Account view.