Link Contact documents to Opportunity
R
Robin Vallejo
There's an idea under review that would allow users to add files to Contacts/Opportunities, but it would be immensely helpful if those two could be linked.
eg: for insurance agents, having the same insurance policy under contact and opportunity so they can access it from both sides without having to upload it twice. Or if anything, allow them to be linked in some way.
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R
Rakhi Laddar
Merged in a post:
View Documents from Opportunity Card
A
Ashlyn Seay
It would be beneficial to be able to view any documents that are attached to a contact from within the opportunity card.
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K
Kenny Butt
YES PLEASE!!!