Attach a Document
Use these steps to upload and attach documents to a sales opportunity.
To attach a document:
- Under the CRM menu section, go to Opportunities » Documents tab.
- Use the search filter and/or the Search field to select a contact company.
- Click Attach Documents.
- In the dialog that opens, click Select files to open your file explorer.
- Select a file that you want to upload.
- Click Ok.
- In the Remarks 1 field, enter notes about the attachment, if any.
- Click Save.
Parent Topic: Opportunities Procedures