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How can I upload a file to a deal?

To attach an important file to one of your deals in Pipedrive, go to the Detail View of the deal, and select the Upload files option.
You may drag-and-drop files into that section, or click 'select from your computer' to browse through your computer's files and select your intended file.

Once uploaded, that file will be accessible only through the Detail View of that deal, by any user who has the visibility permission to see that deal.


Files can also be uploaded using the Google Drive sync in Pipedrive. To learn more, click here.