<h2 id="xircfaqksy7" data-toc-id="xircfaqksy7">New File or Link</h2>Add a new file or link.<ul><li>Go to the Files &amp; Links page</li><li>Click New</li><li>Upload a file or paste a link</li><li>Add name or description</li><li>Optionally link to a contact or deal</li><li>Save</li></ul><h2 id="x2flb6ifosy" data-toc-id="x2flb6ifosy">Edit File or Link</h2>Update an existing file or link.<ul><li>Open the file or link</li><li>Edit details or description</li><li>Changes save automatically or on save</li></ul><h2 id="10i0qtx48xk" data-toc-id="10i0qtx48xk">Delete File or Link</h2>Remove a file or link permanently.<ul><li>Open the file or link</li><li>Click Delete</li><li>Confirm deletion</li><li>Deleted items cannot be recovered</li></ul><h2 id="25i3ipeo4z7" data-toc-id="25i3ipeo4z7">Link File or Link to Deal</h2>Attach a file or link to a deal.<ul><li>Open or create a file or link</li><li>Select Link Deal</li><li>Choose a deal</li><li>Save</li><li>The item appears in the deal activity</li></ul><h2 id="fpqzbwrl01m" data-toc-id="fpqzbwrl01m">Link File or Link to Contact</h2>Attach a file or link to a contact.<ul><li>Open or create a file or link</li><li>Select Link Contact</li><li>Choose a contact</li><li>Save</li><li>The item appears in the contact activity</li></ul>

Capabilities

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Roadmap

Changelog

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Adtaria 101

Everything you need to get started with Adtaria

Quick Start Guide

Data Model Overview

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Quick walkthrough of how I use Adtaria on a daily basis:

Adtaria in Action

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Quick Start Guide to Navigating your Inbox

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AI Inbox - Overview

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Pipeline & Deals

Pipeline

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Deals

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Contacts

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Notes

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Tasks

Chrome Extension

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Sales Copilot (Chrome Extension)

Learn how to add, edit, delete and track KPIs

KPIs

Learn how to add conversations or call recordings, automatically link them to deals, customize your views and more

Call Recordings

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Files and Links

Jason Fox

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Webhooks Overview

Account Management

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adtaria

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Adtaria Product Roadmap. Here are planned and future features coming soon, based on your feedback and our product vision. More features will be added here as we continue to build.