How to Upload Documents to Lead Cards

This article explains how you can upload documents to lead cards in Pabau.

Step 1: Navigate to Leads 

Start by logging into your Pabau account using your login credentials. Then, click to expand 'Leads' located on the left sidebar menu. Click the Leads tab to access the list of all your potential clients. 

Step 2: Select Lead

Upon viewing the list of leads, you can search for the lead you want using the search bar on the top right corner. Once you locate the lead, click their name for the lead card to be displayed. 

Step 3: Upload a Document

Once you're in the lead card, navigate to the create button represented as a blue plus sign on 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.