- Open the lead and find Documents.
- Choose + Add, set the Type, and pick the file.
- Choose Attach document.
The document stays with the lead.
A file can be a PDF, JPG or PNG, up to 5MB. A workspace can hold up to 5GB of documents in all.
Signed contracts
When a carrier signs, mark the lead as Signed first, then attach the signed contract here with Type set to Signed contract. It goes on the lead’s current contract by itself. The handoff needs it. Once it is attached as the signed contract, only a Manager can open it.
To remove a document
Use Remove beside it and confirm.
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