Share Content with an Opportunity

In the Sales Lightbox content library, you can attach a copy of a content to an opportunity. If you make any changes to the content after you share it with an opportunity, the shared document isn't affected.

You can only share content with an opportunity if you have permission to access the opportunities application.

Here's how to share content with an opportunity.

1. Navigate to Sales > Lightbox.

   The Lightbox page appears, showing content that is available to you.

2. In the My Content or Shared Content views, click the Actions menu and select Share Content with Opportunity.

   The search and select page for opportunities appears.

3. Search for and select the opportunity.

4. Click OK.

   A confirmation message lets you know that the content was successfully shared.