How to Add a File or Photo to a Contact

Attaching files and photos to contact records helps keep all relevant information in one place, making managing client documents, contracts, and profile images easier. This ensures quick access to important details without switching between platforms.

Why Adding Files or Photos Helps

• Centralized Information – Keep important documents, agreements, and reference materials linked directly to each contact.

• Quick Identification – Add profile photos for easier recognition of contacts, especially when managing an extensive database.

• Better Collaboration – Ensure team members access the latest documents and images related to a contact.

Use Case

A sales manager must keep signed contracts and proposals organized for each client. Instead of searching through emails, they upload the documents directly to the contact record, allowing the entire team to access them instantly when needed.
 

Steps to Add a File or Photo

• From the contact record, click "More" and then select "Add File/ Photo."

• In the popup window, select whether to add a contact photo or upload a file. After making your selection, click "Save."

That’s how you can add a file or photo to your contacts. If you encounter any issues or have any questions, don't hesitate to contact our support team.