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I often have paper notes and hard copy documents relating to an opportunity. Can I attach those to sales opportunities collection cases?

April 26, 2017copy documents hard notes opportunities opportunity paper relating sales

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I often have paper notes and hard copy documents relating to an opportunity. Can I attach those to sales opportunities collection cases?

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Web Based Sales System lets you store all documentation related to a case. You can scan in hard copy documents and attach them to your sales opportunity notes. When you are ready to convert the opportunity to a sale, you will have documentation already in place to support the case.