Custom Fields - Contacts: Multiple Files

In the SprintHub, you can customize the Lead fields according to your company's needs.

One of the most useful is the Multiple Files field, which allows attaching multiple essential documents to a single Lead, making information organization easier.

File Limits

• Image → up to 15MB

• Audio → up to 15MB

• Video → up to 15MB

• Document → up to 99MB

Creating the Multiple Files Field

📌 Step 1: Go to Settings

• Go to System Settings ⚙️.

• Click Custom Fields - Leads.

• Select + New.

📌Step 2: Configure the Field

Fill in the information:

• First name → Set the field name. (E.g.: Client Documents)

• Alias → Configure a short name (cannot be changed later).

• Type → Select Multiple Files.

• Default Value → Set automatically.

• Group → Choose in which group the field will be visible.

📌Step 3: Adjust the Extra Settings

• Required?

  • Yes → the Lead will only be saved with the field filled.

  • No → the Lead can be saved without the field, allowing it to be added later.

📌Step 4: Save the Field

Click Save and Close.

✅ Your Multiple Files field has been created successfully!

📌Step 5: Making the Field Visible

• To display it in Customer Service, follow the specific article.

SAC 360º - Lead Fields

To display it in CRM, follow the specific article.

CRM - How to add contact fields to the Opportunity

📌 Step 6: Inserting a File into a Lead

1. Access Leads via Find Services or typing the name in the search.

2. Click Edit in the desired Lead.

3. Click the File.

4. Click Upload and select the document on your computer.

5. Click Apply and then Save and Close.

Done! Your files are now successfully attached to the Lead.