To upload a file to a Project or Opportunity follow these steps:
- From the left navigation, click CRM, then PROJECTS or OPPORTUNITY.
- Click on the Project you would like to upload the file to.
- In the lower window pane (e.g. the specific Project/Opportunity window), on the lower right side click the FILES link.
Here you can upload a single file or multiple files.
There are 3 icons below the upload.
The first, looks like a mail icon which will send a notification that the file is uploaded to all team members of the project/opportunity.
The second, is a favorite icon , making that particular file part of your favorite files in the File Manager.
The third, is a lock icon , which makes that specific file Private and only accessible by you. This can be useful if you have a WIP file that’s not yet ready for other team members to view.