Attach Files to a Lead

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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.

  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.

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