Manage attachments for a sales process record

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Rename, download, or delete 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.

    Antes de Iniciar

    Role required: sales process manager [sn_l2c_cockpit.sales_process_manager]

    Procedimento

    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. Select the attachment.
    7. Select the More actions icon for the attachment entry.
    8. Select the desired action.
      • Download
      • Delete
      • Rename
      Dica:
      For bulk deletions or downloads, select the files or select All Files and then select the action.
    9. Opcional: Select an attachment to preview it.