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.
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
Access Leads via Find Services or typing the name in the search.
Click Edit in the desired Lead.
Click the File.
Click Upload and select the document on your computer.
Click Apply and then Save and Close.
Done! Your files are now successfully attached to the Lead.
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