Upload file option for Intenal Notes

It would be helpful if we can add attachments to either the internal notes or the opportunities. Sometimes we just need supporting documentation i.e Pricing document from distribution or additional documentation for our Project team to follow. Currently we have to attach to the opportunity in connectwise for the team to find

Consolidated into: Add attachments to an opportunity

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Upvoters
Status

Closed

Board
πŸ’‘

Feature Request

Tags

[CMP]_Opportunities

Date

8 months ago

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