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Add File Attachments to Opportunity Notes
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David Lamoureux (Product Support Analyst)
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Sarah Jones
Being able to attach emails to the Opportunity would also be helpful and how you can link any discussions from MessageHub to the opportunity.
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سماح كيفي
سماح كيفي
I'm receiving a tutorial to use all of your channels and now you have updates that don't keep me in line with the program
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Dave Larson
Dave Larson
In other CRM's the notes attached to an opportunity go away once the opportunity is won or lost. Maybe a note field for the contact record would be better so things don't disappear. Most notes we make are about long-term things.
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David Lamoureux (Product Support Analyst)
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