Creating a New Attachment for a Deal

You can create a new attachment for a deal. Use the following procedure to create a new attachment for a deal.

To create a new attachment for a deal

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. In the Opportunities list, drill down on the opportunity, and click the Attachments view tab.

3. In the Attachments list, add a record by clicking either New File or New URL.

4. In the resulting dialog box, do one of the following:

   • Select the file to add as an attachment.

   • Type a URL to the file to add as an attachment.

     The remaining fields are automatically updated using the selected file’s properties.