<< Click to Display Table of Contents >>

Navigation:  Process > Sales Opportunities >


The attachment tab allows you to attach documents related to the sales opportunity; if the document is on a mapped drive, the location will be converted to the UNC path. If you wish this document sent with the [Email Quote], then tick the Attach to Email check box.


The [Scan new document] button gives the functionality of scanning documents and saving the image to a folder, and attaching the document to the sales opportunity. When you can or add a new document, save the document to a location that is accessible for all required users.


The Open Selected button will open the document using the application associated with the document extension. If no application is associated, then the document will fail to open.