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 firstname.lastname@example.org. 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.