Add Documents to Deals

admin

2 min read

Updated: January 4th, 2022

You can upload any related documents to your deals.

1. Go to the ‘Sales’ tab and click on ‘Deals‘.

2. Click on the specific deal you want to add documents to. You can also use the ‘Search’ box and the filter for an easier search of your deals.

3. Under the ‘Documents’ tab, click on ‘New Document‘ to upload a file. When there are already existing documents uploaded and you want to add more files, click on ‘+Add‘ instead.

4. Choose the file you want to upload. Add a file name on the ‘File Title’ and you can add a description of the file on the ‘Description’ field.

5. Once done, click ‘Save’ to upload the attached file.