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

To import a file to a deal or contact history:

1. Go to CRM
2. Go to a deal or contact details page
3. Click Import a file
   
   
4. You have two options to import your file:
   • Click 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 the desired contact or deal
2. In the deal or contact's history, click the All activities filter
3. Select Files
   
   

Download a file

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

1. Go to the desired contact or deal
2. Under the file you want to download, click Download
   
   

Delete a file

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

1. Go to the desired contact or deal
2. Under the file you want to delete, click Delete
   
   
3. Click Delete again to confirm the deletion of the file

⏩ What's next?

• Create a CRM task
• Manage your CRM tasks
• Send an email to a CRM contact

🤔 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.