How to pin files to a contact
You can quickly find important documents and files you've uploaded to your CRM by pinning them to your contacts.
Once pinned, they will be prominently displayed above your contacts' Activity timeline.
You can also access all pinned files from contacts in the same organization under the Organization View.
In this article:
| Pin a file to a contact |
| Pin a file from the Organization view |
| How to unpin a file |
Pin a file to a CRM contact
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Note: If you pin more than 3 files, click on Show all to view all pinned files.
Pin a file to a CRM contact from the Organization view
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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
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Note: Files are not deleted when they're unpinned and can be found in the note/call/deals sections in the Activity timeline.
Notes:
- You can pin any file attached to a Note, Call note, Meeting 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.