Attach documents, images, and other files directly to your Pipeline CRM records.
Steps:
- Open the record where you want to add a file.
- Scroll down and locate the Files tile.
- 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 customercare@pipelinecrm.com.