Store back-office files with a lead so your team can find them while working on the inquiry.
Steps
Open the lead in Lead Details.
Select the Files tab and use the add/upload control.
Choose the file, wait for the upload to finish and check the saved file appears on the lead.
Open the file to confirm it is the one you intended to save.
Sharing with a client
Uploading an internal lead file does not automatically share it with the client. To share a document, use the event portal document-sharing controls and choose the intended recipients. Review the file for private staff information before sharing it.