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Attach a Document to a Contact

Attach a Document to a Contact

There are two ways to save documents to a contact. 

Method #1: After you have uploaded a file into LionDesk, you can click on the "Add to Contact" button.

A window will appear:

  • Type the name of the contact you want to send it to.
  • Click "Add to Contact

 

Method #2: You can also send a document via email directly to the contact profile by emailing cc@contacts.liondesk.com. As long as LionDesk is able to find the client email address, it will save both the email and attachments to the contact record.

Note: Only the owner of the contact is able to save the emails and attachments to contacts.

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