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Attach documents to opportunity emails

You can now attach documents to emails that are sent to Opportunity contacts. Previously, you were only able to use email merge for Opportunity contacts.

In This Section

Attaching documents to Opportunity emails

See Also

Opportunities changes

Action plan stages are numbered

Mark multiple notes as complete

Leave fields unchanged when changing Opportunity stages

Drop-down lists added to Opportunity creation

Relate Action Plan templates to Opportunity Types

New OpportunityCreator security role

Create a new opportunity from customer portfolio

Copy an Action Plan

Manager automatically assigned to opportunity

Attach document templates to opportunity types

Delete multiple Opportunities from Opportunity List

Differentiate imported opportunity descriptions

Company Name displayed as Opportunity Contact

Task dates now checked for discrepancies

Task window displays opportunity name

Rename the Prospect field

Email notification must have assignee


ASI logo 10.6 Production Release. Updated 2/16/2006 10:20:52 AM
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