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Where can I find files, related to my clients?
Where can I find files, related to my clients?
Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

1. Navigate to Leads, People or Companies module.You'll find the block "Files" at the right side of a contact or a deal card.

2. Find the contact and click on name/ title to open the contact card.

3. You'll find the block "Files" at the right side of a contact or a deal card.

contact-card-files-section.png

If you want to preview or download the file, click on the title of the file.

Also, you can use the "+" button to upload the new file from your device.

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