Add attachments to an opportunity

It would be great if we can add attachments to an opportunity. For instance with Cisco orders we always have to ask for a quote from our distributor. They send us a quote in Excel format which we have to add to the opportunity in Autotask for our internal purchase department. If we are able to upload it directly in salesbuilder, we don't have to use Autotask anymore in this proces.

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Upvoters
Status

New

Board
πŸ’‘

Feature Request

Tags

[CMP]_Opportunities

Date

Over 1 year ago

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