How to Add Attachments to an Opportunity in CRM

Overview:

These steps will help you to add attachments to an Opportunity in CRM.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates and open it.  

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Opportunities.

6. Select the view that you need. To do this, click the drop-down and choose from the options (Example: Choose All Opportunities to view all opportunities).

7. Search for the opportunity you will add attachments by using filter by or quick find icon.

8. Open the opportunity to view its details.

9. Click the Summary tab.

10. Scroll down to the Timeline section or click on the Timeline tab.

11. Click the + icon and select Note.

12. Click the small paper clip icon located on the right side of Add Note and Close.

13. Locate the document you need to attach to the opportunity on your computer.

14. Double-click the specific document to attach it to the opportunity.

15. You may add a title and short description of the attachment.

16. Click add note and close to complete the process.