Attaching a document to an Opportunity (deal)

An Opportunity is also referred to as a Deal. We use the term interchangeably. Best practices sggest you attach any documents or files related to a deal into the Opportunity folder. To attach documents to an Opportunity;

  1. Click on Opportunities
  2. Click on the Opportunity
  3. Click on the Paperclip icon within the Opportunity
  4. Browse for the file(s) in your drive
  5. Select and Add

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