Files on every lead
Keep photos, contracts and inspection reports on the lead they belong to, where the whole team can find them.
All plans1 min read
On this page
What it is
Every lead has a Files tab next to Activity, Workflows and Comps. Any kind of file works, up to 25 MB each. PDFs and pictures open in a new tab; anything else downloads.
Add and open files
- 1
Open the Files tab
On the lead’s page, tap Files. On a phone, it’s inside the Activity tab.
Files - 2
Add files
Drop files on the dashed box, or tap Upload files and pick one or more.
Upload files - 3
Open one
Tap a file’s name. Under it you’ll see its size, who added it and when.
- 4
Remove one
Tap the × beside it (on a computer it shows when you point at the file), then Remove file.
Remove file
Good to know
- A lead holds up to 50 files, of up to 25 MB each.
- A workspace holds 1 GB of files in all. When it’s full, remove some to make room.
- Everyone in the workspace can see, open and remove a lead’s files.
- Removing a file can’t be undone.
- Adding or removing a file doesn’t change the lead’s follow-up or status.
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