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Adding Attachments to an Event Opportunity


As part of creating a history of event details, sales representatives and event managers may want to 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 Fundamentals.

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

To add attachments to the Event Opportunity

  1. Navigate to the Opportunities screen > Opportunities 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 opportunity attachment file

  1. Navigate to the Opportunities screen > Opportunities 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, and then click OK.

    The alternatives are:

    • Open this file from its current location
    • Save this file to disk
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