You may need to add documents to a lead - for example policy documents, signed paperwork etc.

To upload a document:

• Navigate to the customer's lead
• Click the New button on the Lead Summary Page
• Select Document from the drop down
• You will now see the Add Document Screen
• Click on the Choose File button
• Select the document you want to upload
• Enter a Description of the document
• Click Add to upload the document to the lead
• You can now see the document in the lead's activity stream
• 
•  
• You will now see the Add Document Screen
• Click on the Choose File button
• Select the document you want to upload
• Enter a Description of the document
• Click Add to upload the document to the lead
• You can now see the document in the lead's activity stream