How to Upload and Share Files in a Lead Profile in REsimpli
Step 1: Open the Lead Profile
Go to the Active Leads pipeline and open the lead or property profile.
Step 2: Open the Files Tab
Click the Files tab inside the lead profile.
Step 3: View Existing Files and Images
The Files tab displays all uploaded:
Photos
Documents
Property Files
Related Attachments
associated with the lead or property.
Step 4: Add a New Folder or File
Click the New button on the right side.
You can choose to:
Add New Folder
Add New File
Step 5: Upload the File
Select the file from your computer and upload it to the lead profile.
Step 6: Share a Folder or File
To share a folder:
Click the three-dot menu
Select Share Folder
Step 7: Configure Sharing Permissions
Choose the access level:
View Only
View and Add Files
View, Add, and Delete Files
Step 8: Copy and Share the Link
Copy the generated sharing link and send it to the lead or team members.
Step 9: Contact Support if Needed
Reach out to REsimpli support if you need help uploading or sharing files.