How to add a file?

Follow these instructions to add a file to a contact or company:

  1. Select "Contacts" from the sidebar.

  2. Choose any contact or company to which you want to add a file.

  3. In the notes section, click the "Add note" button.

  4. Look for the attachment symbol 📎 and click on it.

  5. Select your desired file.

  6. Click "Save" to save the changes.



Limits:

  • The size limit for a file is 15 MB.

Supported file types:

  • Image file types, including .jpg, .jpeg, .png, .gif, and .svg

  • Video file types, including .mp4, .mov, and .avi

  • Text file types, including .txt, .md, .html, .js, and .css

  • Compressed file types, such as .zip and .rar

  • Document file types, such as .pdf, .doc, .docx, .xls, .xlsx, .ppt, and .pptx

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Start building valuable connections today

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Fast and easy onboarding

Start building valuable connections today

Start your 14-day free trial.

No credit card required

Fast and easy onboarding