Contacts

How do I add or remove an attachment from a contact, company or deal?

Last updated: février 5, 2018

You can upload files from your computer to attach to your contact, company, and deal records. You can also remove these attachments if necessary. 


Adding an attachment

  • Navigate to a record in HubSpot.
    • In your HubSpot Marketing BasicProfessional, or Enterprise account, navigate to Contacts ContactsCompanies, or Deals.
    • In your HubSpot CRM Free, Sales Starter, or Sales Professional account, navigate to ContactsCompanies, or Deals
  • Click the name of the contact, company, or deal record.
  • In the left sidebar, scroll down to the Attachments section.
  • Here you will see a list of attachments for this record.
  • Click Upload to upload a file from your computer or click Choose from shared files to select a previously uploaded file.

  • The file will appear in the Attachments section and will also be added the contact, company or deal record as a note in the timeline.

 

Removing an attachment

  • Navigate to a record in HubSpot.
    • In your HubSpot Marketing BasicProfessional, or Enterprise account, navigate to Contacts ContactsCompanies, or Deals.
    • In your HubSpot CRM Free, Sales Starter, or Sales Professional account, navigate to ContactsCompanies, or Deals
  • Click the name of the contact, company, or deal record.
  • Find the attachment engagement on the timeline (you can use the Filter timeline button to filter for Notes). 
  • Click the Actions dropdown on the attachment engagement and select Delete.

  • Refresh the page to see the attachment removed from the left sidebar.

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