How to add a new attachment

In the contact, lead or company profile page:

Click on the Attachment tab → click on “add file” button,


You may add a file from an existing document or add new document,


How to make a folder

Click on “new folder” → title the folder and click the “save” button.


How to upload a new Document

Click on the “upload” button → click on “Select files” if you would like to add a file from your computer. If you would like to upload a document from Dropbox or Google, click on the “Upload from” button and select.

You may alternatively drag and drop a file,
Click on “upload” button
Choose the file you’ve added and then click on “Use this file” button.


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