In the Com Portal, you can save almost any kind of file (such as an image, screenshot, video, PDF, etc.) as an internal note associated with a particular lead. By uploading the file as a note, you and your PSAI users will have easy access to it without actually sending the file to the lead.
To save an attachment to a lead's file, follow the instructions below.
Please note that any attachments you send to a lead via email, chat, or SMS will be automatically saved. You do not need to separately save the same attachment as a note.
1. Go to the Com Portal
Log into your PSAI admin portal and navigate to the Com Portal.
2. Find the Lead
Using the Com Portal search bar and filters if needed, find the lead whose internal-only notes you'd like to edit.
Once you've located the lead, click their name to open their engagement page.
3. Click into Notes
On the lead's page, click to expand the panel for "Notes for This Contact" in the right-hand column.
4. Upload Your File
Once the panel is expanded, click the pencil icon to attach your file.
You'll be able to choose one or more files from your computer to attach. Type in a message if you'd like to, and then click "Add Note" to complete the upload.
That's it! The files you attached will now be saved to the lead's file and visible to all PSAI users who can see this lead in the Com Portal.
All notes will be saved in chronological order within the "Notes for This Contact" panel, or you can go to the "Contact Files" panel (just above) and click into the tab for "Notes" to quickly find all attachments saved as notes.