Files and storage
Upload files on a lead and in a project, organise them in folders, view and move them; default folders and templates.
Leadmode has two file storages: one on the lead and one on the project. Both work the same way. The project storage also has subfolders.
- Lead: contact card → tab Files.
- Project: project page → tab Files, see Projects.
You may read (open, download) with the level ‘View’ in the area ‘Files’ (project storage) or ‘Leads and work list’ (contact storage). Uploading, moving, deleting and managing folders needs ‘Edit’. More under Team and quota.
Upload a file
Open the Files tab on the lead or project.
Click Upload file and choose the file. Alternatively, drag files from your computer into the area. If you drop them on a folder, they end up there.
To upload straight into a folder, click the plus on the folder, Upload file to “Folder name”.
A file may be at most 10 MB. Allowed are PDF, text formats (TXT, CSV, MD, JSON, XML, HTML), images (PNG, JPG, WebP) and office formats (DOCX, XLSX, PPTX, ODT, ODS, ODP).
On the lead, you can use Assigned to to assign a file to a particular contact person and filter by it. ‘Company / all contact persons’ shows everything.
Working with files
Each file shows its size and four buttons:
| Button | Effect |
|---|---|
| Open (eye) | Shows the document in a preview. |
| Download | Downloads the file to your computer. |
| Move | Opens ‘Move file’. Choose the Target folder (‘No folder’ or a folder) and click Move. You can also drag the file onto a folder with the mouse. |
| Delete | Deletes the file after a confirmation prompt. |
Manage folders
Click Manage folders for this lead (on the lead) or Manage folders (on the project).
Enter a Folder name (up to 120 characters).
On the project, choose the level under Parent folder: ‘Top level’ or an existing folder. There are up to four levels. On the lead, folders are flat.
Click Create.
With the pencil you rename a folder, with the bin you delete it. When you delete a folder, its subfolders disappear too, but the files are kept and then sit without a folder. Next to each folder is the number of its files.
Default folders
So that not every project and every lead starts from scratch, your organisation sets default folders under Settings → Sales → Defaults, see Defaults:
- Default folders for leads: apply to all leads.
- Default folders for projects: every project receives them the first time its files are opened. If a project has no folders yet, you can fetch them with Load defaults.
- Default folders for employees: for personnel documents. See Employees.
Removing defaults later does not delete any existing folders or files.
Templates
In the Templates tab of the project page you maintain this project's email templates. How they are built is described under Email templates. The Learning log tab collects what the team has learned about the project. Write only project knowledge there, no details about individual people.