Create New Opportunity Document

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To Create a New Opportunity (Word) Document:

1.Open the Opportunities > Documents tab.

2.Click the Create New Document for Opportunity icon. MS Word opens.

3.Enter content into the Word document.

4.Click the Close Word icon DeleteB at the top right corner of the window.

5.Click Yes to save the document.

6.Enter a document name.

7.Click OK or Cancel.

8.The document is saved in the database, with a reference to it in the Opportunity Documents tab.