How to Upload Documents to Lead Cards

In this guide, we'll explain how to upload documents to lead cards.

Step 1: Navigate to Leads 

Start by logging into your Pabau account using your login credentials. Then, navigate to "Leads" in the left sidebar menu. Click on Leads again to access the list of all your potential clients. 

Step 2: Select Lead

Search for the lead whose lead card you wish to open by using the search bar in the top right corner. Once you locate the lead, click their name for the lead card to be displayed. 

Step 3: Upload a Document

In the lead card, navigate to the create button represented as a blue plus sign in the bottom right corner of the screen. The create button will reveal a list of actions you can take on the lead card, including uploading a document. 

Click "Documents" to upload your file—drag and drop it in, or use the red button at the bottom center of the pop-up to browse and select from your device.

Step 4: Save Changes 

After the file is uploaded, a checkmark will appear in the file section confirming that it's been uploaded successfully. You can upload more files if needed, or click the close button when you’re finished.

By following these steps, you'll be able to upload documents to your lead card.