Adding Files, Links, Content Items to Sales Plans/Solutions/Opportunities/Assessments


You can add one or more files, links, content items, tasks and expenses to sales plans/solutions/opportunities/assessments.


  1. Navigate to the specific object to which you want to add a file, a link, a content item, a task, an expense.
  2. Click the Add Item dropdown from the left panel, and select amongst Add File, Add Link, Add Content Item, Add Task, or Add Expense.

  3. If you select Add File, Add File window opens. Select the file source from the left side panel. If you want to add files from your local computer, select My Computer. You can either drag the files onto the Add File window or click Choose Files and browse to the file that you want to add. If you want to add a file from a supported third party, select the appropriate option from the left panel and follow the prompts to connect to your third party account.
  4. If you select Add Link, Add New Link window opens. Enter Link Name and Link URL and other optional details and click Save.
  5. If you select Add Content Item, select one or more content items that you want to add. You should have created a content item (asset) in the Content Library before it can be added here. See Adding Assets.
  6. If you select Add Task, New Task window opens where you can enter your task details. See Adding Tasks.
  7. If you select Add Expense, then, Add Expense Item window opens where you can enter your expense details. See Adding Expenses.
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