Adding Screenshots to a Lead

Owned by Coreen Stalnaker
Aug 12, 2024
2 min read

It is possible to add an image or screenshot to an existing lead. This can be done via the documents upload feature on the lead.

 

  1. A Lead must first have an existing policy for the Documents section to be available. Scroll down to the bottom of the Policy and locate Documents.

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  1. Paste the image into the “browse” section, select the type of document, if applicable, and upload the image.

    1. Best practice should include a document description for tracking purposes.

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  1. Once uploaded, the image will be accessible directly from the Lead.