TREATMENT

Jesus Gonzalez

In TREATMENT, I upload a .pdf file and it loads, but it doesn't save in the CRM. What I did recently was change my email address for my main account, but the change was accepted. My main email address was yesus3310@gmail.com; I recently changed it to jesusmanuel.teasegura@gmail.com. What should I do?

Margarida F

Hi @Jesus Gonzalez

Thank you for sharing!

The files you upload on the detail view should appear under "History"

If you expand this section, you should find the files uploaded:

You can see more detailed information about detail views in this article: https://support.pipedrive.com/en/article/deal-detail-view

If you notice your files are not showing in History section, please contact our support so that our team can further assist.

Jesus Gonzalez

Hello Margarita:

I appreciate your support; that was the solution. I appreciate your attention.

Sincerely,

Jesus Gonzalez