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💡 Can I attach a file to a deal?

  • March 21, 2024
  • 1 reply
  • 213 views

NicoleOrtmann

💡 CX Tips is part of our community tips series, where we post some of the most commonly asked questions we hear from ActiveCampaign customers. Have a new question? Start a new topic by clicking +New Topic in the upper right hand corner!

1 reply

NicoleOrtmann
  • Author
  • Community Manager
  • March 21, 2024

You can!

From Deals, there are two ways:

  1. Clicking the Action button dropdown at the top right, then click “Add a file” to choose files from your computer.
  2. Clicking the “Files” tab on the bottom left of the record.