How do I upload documents and files for opportunities?

Updated: Sat, Jan 28th, 2017 @ 1:52pm
Uploading documents for your opportunities directly to Kinesto helps keep your team organized and up-to-date with the most recent materials for each deal. Forget about scouring your computer hard drive for the latest version, and wrestling with email to make sure everyone who needs a document gets it. On every opportunity page you'll find a "Media Gallery" section beneath your opportunity details. This is where you'll find and upload your documents for each individual deal.

You can drag-and-drop your files into the Media Gallery section, or use a classic file-picker window to select your files to upload. If you need to upload several files, you can select or drag all of them at once!

Once your files have been uploaded, they'll appear listed in the Documents section of your opportunity page.
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Tags: CRM, CRM (Customer Relationship Management), Custom Forms, Customization, File size, File storage, Media Gallery, Opportunities, Opportunity Management