If you'd like to upload files to contacts, you can do so using the Files section within their contact profile. They can easily be uploaded and accessed via your Google Drive cloud storage.
To upload files to your individual contacts you must have your account synced to Google. Files are uploaded with a naming convention that makes them easy to find in Google Drive.
To upload a file for any contact, open the contact record in BoldTrail and scroll down to find the Files section on the bottom left.
On this tab, simply click Browse to begin a file upload, or click & drag a file from your computer into the grey area.
The interface shows you when the file is uploaded. Whenever a file is added, it's given a name prefix. Each file name uploaded will begin with:
"BoldTrail-[lead name]"
Within the Files section, click on the View All Files button to open your Google Drive.
This will allow you to view all files associated with that particular contact.
In the future, whenever you need to access your files, you can open the Google Drive app on your phone, tablet, computer, etc. You'll be able to find all your lead's/contact's files simply by searching for their name.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!