Documents can be uploaded to an Opportunity from the Attachments section.
There is a document size limit of 10MB per document. For large PDFs there are many websites which can be used to compress the file.
Some characters are restricted in the name of the file to be uploaded
Uploading a document
- In the CRM tab, open the Opportunity or Person record.
- Select Attachments in the left-hand panel.
- Click Upload File - allows you to upload a file from your computer, or
- Click Attach From Library - prompts you to select a document from your Mercury document templates.