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Import a file in Sales CRM

In this article, we will explain how to import, download, and delete a file from your Sales CRM.

You can add files, such as a quote or an invoice, to a deal or contact history to help you keep a record of your interactions with leads.

💡 Good to know
Sendinblue Sales CRM allows you to import files up to 10MB to a deal or contact history.

To import a file to a deal or contact history:

  1. Go to Sales CRM > Deals or to Contacts.
  2. Go to a deal or contact details page.
  3. Click on Import a file.
    import_file_EN.png
  4. You have two options to import your file:
    • Click on Browse your files and select a file.
    • Drag and drop your file directly in the window.

Find a file

To find the files added to a deal or contact history:

  1. Go to Sales CRM > Deals or to Contacts.
  2. Go to a deal or contact details page.
  3. In the deal or contact's history, click on the All activities filter.
  4. Select Files.
    filter_files_EN.png

Download a file

To download a file added to a deal or contact history:

  1. Go to Sales CRM > Deals or to Contacts.
  2. Go to a deal or contact details page.
  3. Under the file that you want to download, click on Download.
    download_file_EN.png

Delete a file

To delete a file added to a deal or contact history:

  1. Go to Sales CRM > Deals or to Contacts.
  2. Go to a deal or contact details page.
  3. Under the file that you want to delete, click on Delete.
    delete_file_EN.png
  4. Click on Delete again to confirm the deletion of the file.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.