Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
Boris Tsibelman Posts: 998edited July 2020 #2
This is likely coming down the road sometime soon [hopefully]0
Inês Batata Admin Posts: 2,917edited July 2020 #3
Thank you for your feedback, @Matthew Negron !
We have a lot of improvements lined up for Leads (stay tuned) and I've made sure to send the team your suggestion for consideration.1
Ryan Bowar Posts: 1edited June 2021 #4
I agree, file attachment to Leads seems like something that should be there. It looks like it has been 11 months since this post was started and no progress on this yet. What have you guys been doing as a work around? Just putting the leads in the deals part where you can attach files?1
Lee Robinson Posts: 2
another vote for this feature please
We have leads come in with associated documents that are not ready to be fully fledged deals in the first instance0
Karine Labrecque Posts: 14
This would definitely be a PLUS for the Leads retrieving and team work.....any idea of when this should be out on PD?0