Add Documents to an Opportunity

Option 1:

Within the Opportunity, click on the Add within the documents box.

You will see the following box popup.
From here, type the title of your document. If there is a related vendor, then click "Choose File," which will open your file explorer (Win) or finder window (Mac). Choose the file that you want to upload and then hit Save.

Option 2:

On the left side of your screen, you will see "Drop n Sync" where you can drag and drop files to this box or you can click it to select the file that you want to add. Your document will show on the Opportunity Summary screen on the right-middle side of the page (see below).


Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽