Attach Files to a Lead

Have more questions? Submit a request

If you have any files you’d like to attach to your lead, like an application they filled out at an in-person event, you can add them to their Full Profile.

You can add up to 2 GB of files. 

To add a file to a lead:

  1. Search for your lead from the My Leads dashboard.
    See also: Search for a Lead
  2. Hover your mouse over their Name and click Full Profile.
  3. In the FILES section on the right of the profile, click the + ADD button.
    fullProfileFileAdd_myleads.png

  4. Search for and select the file you want to add.

The file gets added to the profile that you can then Download or Delete.

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share

Comments

0 comments

Please sign in to leave a comment.