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

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.
   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 Select file. In the browse files pop-up window, select the file. Select Open.

7. Select Upload.
8. Optional: 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.

Related concepts

• Configuring Lead-to-Cash Process Management
• Lead-to-Cash Process Management