Manage Lead Documents
There may be times when you have additional documentation for your lead that you want to keep track of. You can add it in the Documents section of the Lead Edit screen.
ℹ️ Note: Documents added here are for record keeping only and cannot be shared with your client. If you're needing to share a document with your client, this can be done in their portal. See Sharing a Documents in the Portal.
To add a document:
Click on contacts (button shown above) in the side navigation
Click on Leads in the Filter By section
Click on the lead you would like to edit
Click Documents
Click Add Document