Attachments
Drag in contracts, proposals and scans; preview, download, rename, delete with Undo.
Find it in PipeLeads CRM
- Deal / Contact / Company page
- Attachments
/crm/deals/[id]The chain
From what it does to where it takes you.
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01
FeatureWhat it does
Files sit on the record with private, expiring download links and type checks; paperclip counts show on board cards.
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02
AdvantageWhy it beats the usual way
The signed contract lives with the deal, not in someone's inbox.
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03
BenefitWhat you get
You find any document in two clicks, securely.
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04
Promised LandWhere it takes you
No more 'can you resend the contract?' emails before a renewal.
Try it yourself
Put Attachments to work.
See every deal. Know the next step. Let the follow-up run itself.