Attaching a file to a Sales or Renewal Opportunity

You can now add an attachment right to an Opportunity in the Sales Pipeline or to a Renewal in the Renewal Pipeline. This is great for keeping apps, Acords, pictures, etc all together for a specific policy. Adding a file to either card will ALSO add that file as an attachment to the Contact Record so you don't have to do it twice!

Here's an example of a file added to an opportunity in the Sales Pipeline.

And then that same file being added to the contact record.