Link Existing Document to Opportunity |
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To Link Existing Document to Opportunity: 1.Select a document in the Opportunity > Documents tab. 2.Click the Show and Manage Links to Selected Document icon. 3.Click the Add New Link icon, . 4.Select one of these options: •Add Links to People •Add Links to Companies •Add Link to Project •Add Link to Job Order 5.Find and select the object. 6.Add the required Link(s). 7.Click OK. 8.Click Close. |