Upload Documents

Upload Documents

Upload presentations, spreadsheets, PDFs, etc. within your Documents tab in CRM. You can upoad 10 files at a time.

To upload documents

  1. Click the Documents tab.
  2. In the Documents tab, click Upload.
    Each file size should not exceed 20 MB.
  3. Select the files from your local drive and upload.
    You can also drag and drop the files from your desktop.

Note

  • You can also upload folder with a maximum of 10 files in it, each not more than 20 MB in size. The option to upload folders is available only when you access CRM in Google Chrome.
  • The maximum storage space available for the Documents tab is 5 GB.

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