(Estimated time: 1 minute)
If you’ve just installed NextLead and would like to assign a document to a contact in your NextLead space, we’re here to guide you:
Video Tutorial
https://www.loom.com/share/e49564226d3a4075a75201328c81b05f?sid=92cc759a-4294-45a1-baea-17c22d7534a8
Step-by-Step Guide
- First, in the “contacts” section, click "Open" on the row of the contact to whom you want to add a document :
Open your clients’ files to view the details
Contact page
- Then, scroll down to the "Documents" tab. From there, simply click the "+" icon, fill in the title and description, select the file to upload, and click "Create":
Documents tab in the contact profile
Creating a new document
- You can then view the uploaded documents directly from the contact’s profile :
