New: Files in Leads 📂

Manuel Oliveira
Manuel Oliveira Admin Posts: 662 COMMUNITY MANAGER
100 Comments 25 Likes 5 Answers Community Manager
edited December 2022 in What's New #1


It is now possible to

  • Display files in the lead details
  • Create files linked to leads using public API
  • Link to leads from files in other entity details (organization, person)
  • Preserve file links when converting a deal back to a lead, and also merging leads


Gradual release to all customers throughout December 2022