You can upload files directly to contacts in the CRM, which is particularly helpful if you do not request the file in the funnel, but only later in the sales or recruitment phase. This means you always have all lead information available in your CRM at a glance.
How do I add a file to a contact?
Add a file property to your CRM
Then upload the desired file (simply click on the field or use drag & drop)
Supported file formats đĄ
Documents: .txt, .ppt, .pptx, .pdf, .csv, .docx, .xls, .xlsx, .xml, .gz, .zip, .rar, .json
Images: .png, .apng, .svg, .gif, .webp, .jpg, .jpeg
Videos: .avi, .webm, .mov, .qt
Up to a size of 25 MB per file
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