Attachments
You find any document in two clicks, securely.
Files sit on the record with private, expiring download links and type checks; paperclip counts show on board cards.
Find it in PipeLeads CRM
- Deal / Contact / Company page
- Attachments
/crm/deals/[id]Why it’s better
The signed contract lives with the deal, not in someone's inbox.
No more 'can you resend the contract?' emails before a renewal.
PipeLeads CRM
Put Attachments to work.
See every deal. Know the next step. Let the follow-up run itself.