Attachments allow you to store and link important files directly to your CRM data. An attachment can be any file such as an agreement, image, document, or presentation, ensuring that relevant information is always accessible in the right context.
An Attachment is a file linked to a Relation (Organisation, Contact) or an Activity (such as a Sales Opportunity). By attaching files directly where they belong, you keep all supporting documents organized and easy to retrieve.
How do I add an Attachment ?
1. Open a Relation or Activity.
2. Click the button + Attachment.
3. Add your local file(s) as an Attachment.
4. Enter optional notes.
5. Select Save.
Once saved, the attachment is securely linked to the selected Relation or Activity.
After creation, attachments appear under completed Activities (Ready) and are easily accessible for all users with the appropriate permissions. This ensures that files stay connected to the right context and can be found later without searching through external systems.
To be able to download the file from Tribe, click the name of the attachment :
Quick Summary
Attach files directly to the Activity or Relation they belong to.
Use optional notes to explain the purpose or relevance of the file.