Upload an attachment to an Opportunity

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.

Example

https://smallpdf.com/compress-pdf

Some characters are restricted in the name of the file to be uploaded

https://support.connective.com.au/hc/en-us/articles/360016872534-I-can-t-save-my-attachments-into-the-Mercury-record

Uploading a document

1. In the CRM tab, open the Opportunity or Person record.
2. Select Attachments in the left-hand panel.
3. Click Upload File - allows you to upload a file from your computer, or
4. Click Attach From Library - prompts you to select a document from your Mercury document templates.