💡 Can I attach a file to a deal?

[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!

[NicoleOrtmann]

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.