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Attaching a file to an Opportunity

Attaching a file to an opportunity in the register is easy.

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Written by Product Marketing
Updated over 6 months ago

Attaching a file to an Opportunity is a great way to centralise your information in one place. It saves you from repeatedly looking for the same image or document and ensures that all of the knowledge acquired for developing an Opportunity from "Idea" to "Realised" is saved.

You might want to attach a photo of equipment or a proposal in Excel or a PDF; the short video below shows you how easy it is to attach a file.

Supported Formats

Image formats

  • image/png

  • image/ti

  • image/tiff

  • image/bmp

  • image/jpg

  • image/jpeg

  • image/vnd.dxf

  • image/vnd.dwg

Application formats

  • application/msword

  • application/vnd.openxmlformats-officedocument.wordprocessingml.document

  • application/rtf

  • application/pdf

  • application/vnd.ms-excel

  • application/vnd.openxmlformats-officedocument.spreadsheetml.sheet

  • application/vnd.apple.pages

  • application/acad

  • application/x-acad

  • application/autocad_dwg

  • application/dwg

  • application/x-dwg

  • application/x-autocad

Text formats

  • text/plain

  • text/csv

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