Upload/attach files to Companies, People, and Leads

Users can upload/attach files to Companies, People, and Leads from Box, Google Drive, via a URL (Web images), or via their computer camera (Take Picture).

Where can I upload files from?

• Your local computer
• Box
• Google Drive
• Web Images: search Wikipedia, Flickr, and Google Image for images
• Take a picture: this will use your computer's camera to snap a picture

Setup

1. Click Companies, People, or Leads and choose the Company/Person/Lead you wish to attach a file to
2. Click the "Upload File" button on the sidebar OR drag the file into the browser
3. Browse "My Computer" to add files from your local computer or choose an integration to connect

FAQ

Is there a storage limit?

There is no storage limit!

Is there a file size upload limit?

Yes, we limit file sizes to 50MB.

I accidentally connected the wrong Box, or Google Drive account! How do I disconnect it?

Click the integration you accidentally connected, and you'll see an "x" just to the right of it. Click that, and it will disconnect the account.