Add attachments for a sales process record
Attach 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]
About this task
You can attach files only to a sales process record. To add attachments to child records, you must navigate to the respective entity's record page.
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace.
Select the List icon
.
Under Lead to Cash Process Management, select Sales Process Records.
Select the sales process record.
Select the Attachments tab.
Upload files.
Note: The default maximum file size is 1 GB, but this may vary based on the size limit set by your admin on your ServiceNow instance.
| Method | Action |
|---|---|
| Drag and drop | Drag and drop the file from your system to the Attachments pane. |
| Select a file from your system |
|
Select Upload.
Attach more files by selecting the Add icon
.
What to do next
Download, rename, or delete attachments. For more information, see Manage attachments for a sales process record.
Parent Topic:Using Lead-to-Cash Process Management
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