Skip to main content

Opportunity Documents

How to add, edit, and manage Opportunity Documents

Rye Jones avatar
Written by Rye Jones
Updated over 4 years ago

You can add links to cloud storage providers such as Google Drive, add documents from a SharePoint site, or upload files in the document section.

Note: to add or view a SharePoint site and it’s documents you must have logged in with your Microsoft account.

Did this answer your question?