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Upload Files to People, Companies, or Deals

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Maria Herrell
Updated 2 weeks ago
Attach documents, images, and other files directly to your Pipeline CRM records.

Steps:
  1. Open the record where you want to add a file.
  2. Scroll down and locate the Files tile.
  3. Click + icon and select your file.

Managing your files:
  • Click any file name to download it.
  • View file details including type, size, and upload date.
  • In the Tag column, you can add File tags to it.
  • Click the three dot menu to edit the name or delete the file.
💡 Tip: Click the column headers to sort your files by name, type, size, or date uploaded.


File Size Limits and Supported Types
  • Maximum file size: 200MB per file.
  • Supported file types: xls, xlsx, doc, docx, pdf, pptx, gif, png, jpeg, csv.
Need help? Contact support at [email protected]. 
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