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Adding Attachments and Notes to Opportunities


The Attachments view allows you to associate relevant files such as requests for proposals, strategic information documents, and slide presentations that other sales team members can use as they work this opportunity. You can add private or public notes that are shared with members of the sales team, using the Notes view tab.

To add an attachment to an opportunity

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity, and then click the Attachments view tab.
  3. In the Attachments list, click New.
  4. In the new record, click the select button in the Attachment Name field, and in the Add Attachments dialog box, click Browse to navigate to the file.
  5. In the Choose File dialog box, locate the file and then click Open.
  6. The file name and path appears in the Add Attachments dialog box.

  7. In the Add Attachments dialog box, click Add.
  8. The Attachment name, size, type and modified fields are automatically completed for the record, and the Update File field is checked.

  9. In the Comments field for the attachment record, enter a description of the attachment.

To add private and public notes to the opportunity

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity, and then click the Notes view tab.
  3. In the Notes list, choose Public or Private from the drop-down menu to specify a private note or one that is shared.
  4. In the Notes list, click New, and complete the fields for the new record.
  5. The Created By field is automatically completed with the creator's User ID.

    1. In the Type field, select the note type.
    2. Examples of note types are legal, reference, and directions.

    3. In the Description field, enter the note text.

 Siebel Sales User Guide 
 Published: 18 April 2003