Simply drag and drop or click to link a document to the relevant file. Very useful for attaching key information. You can add attachments to your opportunities and contacts.
Adding an attachment to Webmecanik Pipeline
Attaching a document to a contact or opportunity couldn't be easier:
- Go to the details of your contact or opportunity
- Select the 'File' activity and then add your files by clicking on 'Add'.
Your documents will appear directly in your action feeds at the relevant levels: contact, company and/or opportunity.
Why can't I add an attachment to a company?
Attachments are linked to your contacts and opportunities. As a company may have several contacts and/or opportunities, attachments will be linked directly to them.