Attaching files to an opportunity
How to attach a file or multiple files to an opportunity
How to attach a file or multiple files to an opportunity
Create an Opportunity File Upload field
Click + on the top right corner, then select Custom Field
Click +Add Custom Field and select Opportunity field
Enter the name of your field and select File Upload
Select whether to make this field available in specific pipelines only or in all pipelines
Save the custom field
If you want to be able to attach multiple files, create multiple File Upload fields
Marketing Automation.webm
Upload the file in the opportunity
Open an opportunity with the File Upload field/s
Press "Click to Upload" button and select the file you want to attach to the opportunity