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How to upload file to a deal?
How to upload file to a deal?
Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

1. How to upload a file to a deal?

1.1. Open the deal card and find Files section on the right-hand side.

1.2. Click + button.

1.3. If you want to attach a file that is already added to the files section, click "Choose files from repository" and start searching for the file.

1.4. If you are uploading a new file, click "Upload files" and find the file in your computer.

1.5. "Drag and drop" is also an option.

1.6. Click "METADATA" button if you wish to add a description or/and assign a tag.

1.7. Click "Save" for changes to apply.

upload-a-file-to-a-deal-teamgate-crm.gif

If you are uploading the file that already exists in Teamgate- the system will warn you. If the file already exists- choose it from the depository.

the-file-has-duplicates-teamgate-crm.png
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