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October 06, 2021

Organize important links by adding them to contact or deal Files

Now you can save URL links to important pages, such as Google Drive links, in a contact’s or deal’s Files section.

When adding items to Files, you’ll see a new option for adding links, in addition to uploading actual files.

Here's one way to use this: If you have a Google Sheet shared with a listing client to track progress on their home’s sale, now you can save a link to the sheet in their Files section for quick reference.

For more information on how to organize important information in a contact’s or deal’s Files, check out the help guide here.

Please note: Files are currently viewable on desktop, and aren’t yet available in mobile apps.

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