Property & Contact Records

Upload a file to a property or contact record

Learn how to upload files to your records

  1. To add a file, go to the Prospects, Leads, Deals, or Contacts page and find the record you want to update.
  2. Open the record and navigate to the Files section under Activities.
  3. Upload a file by clicking Select a File or simply dragging and dropping it into the upload box.
  4. To view uploaded files, scroll down to History and select Files.