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Attaching A Document To A Lead via the Mobile App

The mobile app lets you upload and attach documents to a lead while on the go. Simply locate the desired lead in the tracking folder within the app to get started.

Step 1:

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Step 2:

Either search for the lead and/or click on the lead.

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Step 3:

Scroll down. Under 'Attachments', you'll be able to add items straight from your device. 

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