Does anyone have a workaround or advice for adding files to a LEAD?

Does anyone have a workaround or advice for adding files to a LEAD? 

I've requested this function be added but in the meantime, has anyone else had any luck in finding a way to connect files to their leads?   

Any advice would be greatly appreciated. 

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited January 2021 #2

    Hi @Ashleigh Vaughan ! Great to see you asking for other members' input, that's exactly the spirit we want to promote here in the community. 👏

    We're still developing Leads and at the moment it's not possible to attach files to them the same way you can do to, say, Deals, by uploading a file or a Google document. That being said, I've made sure your feedback reaches our team so they can consider it for future developments.

    In the meantime, if your file lives in Google Drive then a good workaround would be to copy-paste the document link into the Leads notes. I know it's not perfect yet, but it's something and it might make your life easier. Hope this helps!