Easily access important documents
When you're in the middle of working with a lead or client, it's helpful to have everything you need in one place. This includes proposals and contracts, which you may need to refer to while working together or closing the deal.
Attach key files to contacts so you can quickly view them while following up or reviewing the contact record. Upload an unlimited number of files of up to 5MB each and easily access them from anywhere you have access to Contactually.
How to attach files to contacts' profiles
1. Go to the contact's profile.
2. Find the Documents section toward the middle right of the page.
3. You can upload files of up to 5MB each. There are two ways to attach a document:
Drag the file underneath the Documents header.
Or, click "Drag and drop files here or click to upload." Drag your file into the upload box or click Choose File to select a file. Then submit.
Once it's done uploading, the file will be displayed underneath the Documents header. Clicking on the uploaded file will either download or open the file. Clicking the X icon on the uploaded file will delete the file.
