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Uploading files to a lead or job
Uploading files to a lead or job

Keep all your files in one location for easy access

Updated over 6 months ago

To add a file to a job or lead, first navigate to the relevant Lead or Job > Files. From the files tab, there are two ways to upload files:

  1. Use the Add Files button at the top right of the screen to browse your network files.

  2. You can also Drag and drop files into the files section.

You can also use the Add Folder button to set up custom folders to store and organise your files and clicking on the three dots to the right of a file allows you to download, rename, or delete a file.

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