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Attaching Documents to a Lead via the Desktop

You can upload all your documents about the lead in one place. Upload documents, emails, quotes, proposals, and more on the lead page. Additionally, a variety of formats are supported, including PDF, JPG, PNG, CSV, and more.

Step 1:

In your dashboard, go to a lead. Scroll to the attachment section and click on 'New Attachment,' Upload, and Add. You can find all the attachments added to this lead in one convenient spot.

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