Mahari McTier asked us, “Can I upload a document into the CRM and connect it to a contact?”
“Great question! You can. 🙂
First, you’ll need to go to Settings > Custom Fields.
Click to add in a custom field and select the “file upload” field type. Name it whatever you’d like!
Then, go to Contacts > Contacts/Smart Lists, and click on any one of your contacts.
On the contact record, you’ll be able to click the “Additional Info” tab towards the upper left, and that’s where you’ll now be able to upload a file to your contact.”