Prospect.io lets you attach files to your prospects profiles, organizations, and deals, as well as add attachments to the emails you send out.

Contents:

File requirements

Supported file formats: pdf, zip, csv, txt, doc, audio, video, spreadsheets (numbers, xls, xlsx), images (png, jpg, gif).

Maximum size: 10MB.

How to attach a file to a prospect, organization, or a deal

  1. Navigate to the prospect's, organization's, or deal's page.

  2. Click the Attachments button.

  3. Drag and drop a file or click select from your computer.

How to attach a file to an email

  1. Open the email editor (in the workflow Outbound Email step, or manual email from a prospect's panel).

  2. Click the Attachments button.

  3. Drag and drop a file or click select from your computer.

How to track attachments downloads

We track when a prospect downloads the attachment from the email that you sent, and reflect it on the prospect's timeline.

Did this answer your question?