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Upload a file to a contact, company, or deal's history

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.

💡 Good to know
You can upload files up to 10MB.

Upload a file

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

  1. Go to:
    • Deals to upload a file to a deal's history.
    • Deals > 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 the three dots icon above More.
  4. Click File.
    contacts_add-file_EN-US.png
  5. 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.

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Manage your uploaded files

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

  1. Go to:
    • Deals to find a file uploaded to a deal's history.
    • Deals > 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 1-to-1 Interactions tab.
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    2. From a company or deal's history, click the All activities filter and select Files.
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  4. If necessary, scroll down the history to find your file.

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

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

⏭️ What's next?

🤔 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.

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