Attach File to Leads or Accounts in Zoho CRM Overview Summary Documents and files can be attached to leads, accounts, and other objects inside of Zoho CRM. Purpose Attached files are associated with specific CRM objects so that they can be viewed or referenced later. Attachment Options Files can be attached from one of two places: Your local PC Your OneDrive account Instructions Sign-in to Zoho CRM and Open the CRM Object Sign-in to https://crm.zoho.com/. Locate the lead, account, or other Zoho CRM object where you want to attach the file. e.g., click Leads at the top and search for your lead. Click on the Lead or Account name (or other CRM object, such as pipelines, tasks, etc.). Scroll down to find the Attachments section and click Attach. From the Attach menu, you will have two options for finding your file: Option 1: Upload File Click Attach and click Upload File in the menu that appears. Click the gray box in the middle of the pop-up. (Note: you can also drag-and-drop a file into this square. If you do this, be sure to drop the file inside the gray square in the middle) Browse to the file you wish to upload, click it, and click Open. Once uploaded, click Attach. Option 2: Other Cloud Drives Click Attach and click Other Cloud Drives in the menu that appears. Click the OneDrive tab on the left side of the pop-up window. The first time you attempt to use OneDrive, you will need to click Authenticate OneDrive. A new window will appear, prompting you to sign-in to your Microsoft 365 account. Enter your email address, Windows password, and approve the Duo notification to continue. Click Yes to stay signed-in if this is your PC. You should now see your OneDrive folders and files. Locate the file you want to attach and click Attach.