Add an Attachment to a Lead

You can add files or URLs as attachments. Here's how:

  1. Open the lead.

  2. Enter attach in the Action Bar.

  3. Press Return.

  4. In the Attach window, you can:

    • Drag and drop your files.

    • Click Add (the plus sign) and select a file to attach.

    • Enter a URL and click Add URL.

  5. Click Close.