How to Add an Attachment to a Lead in CRM

Overview:

This article provides a step-by-step process on how to add attachment to a lead in CRM. 

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Sales and select Leads. 
By default, your view is My Open Leads.
If you need to switch views, simply click the drop-down and choose from other listed views.
Search for the specific lead by using using either the Filter by keyword bar or you may also use the filter by on each category.
Click the lead name (a hyperlink) to open its details.
Click the Attachment tab.
Click the box to upload your file. The file will be uploaded.
Click Save & Close at the command bar to complete the process.