Manage attachments for a sales process record
Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.
Before you begin
Role required: sales process manager [sn_l2c_cockpit.sales_process_manager]
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace.
Select the List icon
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.
.
Under Lead to Cash Process Management, select Sales Process Records.
Select the sales process record.
Select the Attachments tab.
Select the attachment.
Select the More actions icon
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for the attachment entry.
for the attachment entry.
Select the desired action.
- Download
- Delete
- Rename Tip: For bulk deletions or downloads, select the files or select All Files and then select the action.
Select an attachment to preview it.
Parent Topic:Using Lead-to-Cash Process Management
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