Files
Uploading files
Section titled “Uploading files”- Open a contact, company, or deal detail page
- Go to the Files tab
- Click + Upload
- Select a file from your computer
Supported file types:
- Images (JPG, PNG, GIF, etc.)
- PDF documents
- Office files (Word, Excel, PowerPoint)
- OpenDocument formats (ODT, ODS)
- Text and CSV files
- Archives (ZIP, GZ)
Maximum file size: 10 MB per file.
Viewing files
Section titled “Viewing files”The files tab shows a table with:
- Filename — with file icon
- Size — formatted (e.g., “1.5 MB”)
- Date — when it was uploaded
- Actions — download and delete buttons
Downloading files
Section titled “Downloading files”Click the download icon next to a file. The file opens in a new browser tab.
Deleting files
Section titled “Deleting files”Click the delete icon next to a file and confirm. Deletion is permanent.