How to add files for a Contact/Account?
Video tutorial on how to add files for a contact/account?
1. To add files to an Account, go to CRM from the side navigation and click on Accounts.
2. Choose an account to which you want to add files.
3. From the Account details screen go to the files tab and click on Add files button to add new files.
4. 4. Browse or drop all the files you need to add to an account and your files will be uploaded.
5. You can see all the files you have uploaded for an account in the files tab.
6. The same steps apply to adding files for a contact.