Doc Summary
Internal Documents #
Store documents for your contacts within the CRM on the Contact details page. These documents can be accessed by users who have access to view the contact.
Documents added to custom fields are added to a Folder named “Custom Fields” in the “Internal” section.
Documents in custom fields are non deletable
Adding Documents to your Contacts #
Add new documents to the internal section by hitting “+Add” -> “New File”
- The max size limit per document is 250MB - Document types supported = PPT, Docs, PDF, CSV, and various image formats
Searching for the Documents #
Search documents based on the Document Name in the contact details page
