Opportunity Folders

From SmartWiki

If you have files related to an opportunity such as request for proposals, technical specifications, drawing, or any type of related documents, you can associate the opportunity with a Smart Folder that you use to store these documents.

1. Click the Lookup button.

The Smart Folder list is displayed.

2. Select the required folder.

3. Click the Add button.

• Clicking on the folder name will display the files stored in the folder.
• If you want to delete the link to this folder, select the check box to the left of the contact name and click the delete button.

If you want to associate a single file with each opportunity, think about adding a custom field opportunity template with the fields type File Link. This feature allows you to store single documents in the opportunity.