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

Ashleigh Vaughan
Ashleigh Vaughan Posts: 1
edited July 2022 in Ideas and Product Feedback #1

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: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    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!

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