Can I attach files to leads in Close.io?
There's currently not a built-in way to upload files/attachments to store on leads in Close.io (aside from email attachments). This is something we may build in the future, however there are a few workarounds right now:
- Attachments on emails in leads in Close.io are stored/displayed, so if the file you'd like to attach to the lead was emailed to or from the lead, it should appear in Close.io This is true whether or not the email was sent from Close.io or your email client.
- You can use Dropbox, Box, or any other file sharing service the provides a "share link" for the file you uploaded. Then you can simply paste the URL to the file somewhere on Close.io, such as in the Lead Description, a Note, or as a Custom Field value -- and we'll turn the URL into a clickable link to the file.