Attach files and documents

When working on an opportunity, you will probably have several documents regarding the opportunity:

  • Minutes of meetings
  • Calculations
  • Drafts of an offer
  • The Proposal
  • Presentation and speaker notes

This tutorial will show you how to attach these files to the opportunity.

Watch tutorial.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk