How can I attach a document to an opportunity?

You can attach any kind of document to an opportunity in sales pipeline.

Attach Document to an Opportunity

  1. Run Pipeliner and click the "Pipeline" icon.
  2. Mouse-over the opportunity to which you would like to attach a document to and click the "Attach Document"(paper-clip icon).
  3. Browse for the document and click "Open" button.
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