How to Add an Attachment to a Renewal/Sales Opportunity

This article and video will show you how to add an attachment to a Renewal Card or a Sales Opportunity

The first step is to open up a Renewal or Sales card

step 1, attach

 

Next, you'll just click on the green Add Attachment button. This will open up the file selector for you to choose the appropriate attachment. 

 

Once the attachment is added to the card, it will also add to the contact record

step 2 - attach

 

 

Here's the video walkthrough: