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In order to attach a file to the lead, click "Note" or "Chat". In the filling field in the lower right corner choose "Send file" or "Attach file", the file immediately attaches to the lead. File can be deleted (if it’s a note), the message in the chat can not be deleted.

We do not have limits on the file size and file formats. You can add any file.

If you can not attach a file to the entity, most likely, the file storage is over the plan. Solutions:

  • You can buy more users or switch to a different plan (to increase file storage);
  • Delete unnecessary files that you do not use;
  • Use third party widgets (for example, Dropbox).

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