How can I edit a document for an opportunity?

You can edit document template for a specific opportunity in the sales pipeline.

Edit a Document for an Opportunity

  1. Run Pipeliner and click on the "Pipeline" icon.
  2. Double-click the specific opportunity to open it.
  3. Click on the "Documents" tab and click the "Sales Step Documents".
  4. Choose one of the document template, edit it according to your preferences and click "Open"
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