Add attachments for a sales process record

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • 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.

    Vorbereitungen

    Role required: sales process manager [sn_l2c_cockpit.sales_process_manager]

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon .
    3. Under Lead to Cash Process Management, select Sales Process Records.
    4. Select the sales process record.
    5. Select the Attachments tab.
    6. Upload files.
      Hinweis:
      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.
      MethodAction
      Drag and drop Drag and drop the file from your system to the Attachments pane.
      Select a file from your system
      1. Select Select file.
      2. In the browse files pop-up window, select the file.
      3. Select Open.
    7. Select Upload.
    8. Wahlweise: Attach more files by selecting the Add icon .

    Nächste Maßnahme

    Download, rename, or delete attachments. For more information, see Manage attachments for a sales process record.