Adding a PDF to an opportuinity

This question is not answered

Hello All,

I am a noob SAGE CRM user.  I work in manufacturing and when we log in an opportunity for a job I want to add the schematic drawing in PDF form.  Is this possible?  If so how am I able to do it?  Thanks! 

All Replies
  • Jason

    Sage CRM has the document library feature that allows files to be uploaded associated with entities. This includes opportunities so you can certainly associate PDFs with an opportunity.  

    Are you managing the opportunity or sales process using a workflow?  Workflow rules can have conditions associated with them that can detect whether a document of type 'schematic drawing' has been uploaded against the opportunity and control the behaviour accordingly.

  • Thanks for the help Jeff.  It worked out well adding the PDF to the opportunity.

  • Deleted