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Adding Attachments to an Event Opportunity

As part of creating a history of event details, sales representatives and event managers can attach files such as contracts or maps of exhibition displays to the opportunity. The Attachments list for Siebel Hospitality uses standard Siebel fields and procedures for attachments. For more information about attachments, see Siebel Fundamentals.

This task is a step in Adding Details to an Event Opportunity.

To add an attachment to an event opportunity

1. Navigate to the Opportunities screen, then the List view.
2. In the Opportunities list, query for and select the opportunity.
3. In the Opportunity record, click the link in the Opportunity Name field.
4. Click the Attachments view tab.
5. In the Attachments list, click either New File or New URL.
6. Associate the file with the opportunity record.

To view an attachment to an event opportunity

1. Navigate to the Opportunities screen, then the List view.
2. In the Opportunities list, query for the opportunity.
3. In the Opportunity record, click the link in the Opportunity Name field.
4. Click the Attachments view tab.
5. In the Attachments list, select the attachment record, and click the link in the Name field.
6. From the File Download dialog box, choose one of the following alternatives:
   • Open this file from its current location.
   • Save this file to disk.
7. Click OK.