Documents can be uploaded to an Opportunity or Person 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.
Note: Some text characters are restricted in the name of the file to be uploaded
Uploading a document
- In the CRM App, open the Opportunity or Person record.
- Select Attachments in the left-hand panel.
- Click allows you to upload a file from your computer, or
- Click Attach From Library - prompts you to select a document from your General Documents section.