How to upload a file to a Lead or Contact [Video]

In this training video, you can learn how to upload a file to a lead or contract record. It will also show you how to name and access the file from within Adminbase

In Brief

  • Navigate to a Lead or Contract → Docs tab to upload a document

  • Click the Add Document button and browse for the file on your PC

  • Name the document as per what you would like it to be called within the lead or contract record

  • Selecting the document and clicking View will open this file within AdminBase

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