You can add files, such as a quote or an invoice, to a contact, company, or deal history to help you record your interactions with your contacts. You can re-download the file or delete it from the history if necessary.

Upload a file

To upload a file to a contact, company, or deal history:

1. Go to:
   • Sales CRM > Deals to upload a file to a deal's history.
   • Sales CRM > Companies to upload a file to a company's history.
   • Contacts to upload a file to a contact's history.
2. Click the contact, deal, or company.
3. Click Import a file.
   
   
4. Drag and drop your file directly in the window or click the window and select a file from your computer.

The file is automatically uploaded to the contact, company, or deal's history.

Manage your uploaded files

To find the files added to a contact, company, or deal's history:

1. Go to:
   • Sales CRM > Deals to find a file uploaded to a deal's history.
   • Sales CRM > Companies to find a file uploaded to a company's history.
   • Contacts to find a file uploaded to a contact's history.
2. Click the contact, deal, or company.
3. To filter your files:
   1. From a contact's history, go to the CRM & Conversations tab.
      
   2. From a company or deal's history, click the All activities filter and select Files.
      
4. If necessary, scroll down the history to find your file.
   

Then, you can download or delete the file by clicking:

1. Download to re-download the file on your computer.
   
2. Delete to delete the file from the history permanently.

⏩ What's next?

• Create a task
• Add a note to a contact, company, or deal history

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.