You can upload and store files relating to sales, opportunities, and marketing.
Multiple file types can be uploaded and stored on the following record types:
Maximum file size per upload = 25mb
This article covers:
- Uploading files to Companies and Contacts
- Uploading files to Opportunities and Appointments
- Downloading files
- Deleting files
Uploading files to Companies and Contacts
Files may be associated with either Company or Contact records. You do not have to be the owner to add a document to a record. On a company card, Upload file is only shown if your access rights let you edit that company.
- Locate and open the company or contact card
- Click Create → Upload file (on a contact card, the button is Add):
- The Upload file box displays:
- Upload by either dragging the file or clicking the Upload button
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The file(s) will display on the Documents tab, with the total number of files in the record:
Uploading files to Opportunities and Appointments
Files can be associated with event records such as Opportunities and Appointments:
- Open the opportunity or appointment
- Click the Upload file button at the bottom of the record:
- Upload by either dragging the file or clicking the Upload button, and click Save
- The record closes, and you'll be returned to where you opened the record
Downloading files
To view a file, download it.
For Company and Contact records
Click the Documents tab and click the file to download:
On a company card, the Documents tab also lets you organise files in folders:
- Click Add file to upload a file to the folder you are in, and Add folder to create a folder.
- Drag a file onto a folder to move it there.
- Use the search field to find a file by name.
- Use the buttons at the top right to switch between list view and grid view. In grid view, hover over a file and click Download file.
For Opportunity and Appointment records
Click the Files tab and click the file to download:
Deleting files
Hover over the file and click the Trash icon: