Adding Notes and Attachments

1. In the Contents menu, click Notes.

2. On the Notes page, click Add Note.

3. Type the note into the Add Note dialog box, and then click Save.

1. On the Item Details screen, click the Attachments tab.

2. Click Add Attachment.

3. On the Add Attachment dialog box, click Browse.

4. Navigate to the file you want to attach to the deal item. Select the file and then click Open.

5. Enter a brief description of the attachment file in the Description field.

6. Select Deal Central Attachment in the Type drop-down list.

7. Click Save. The item is added to the list of Item Attachments.

1. In the Contents menu, click Attachments.

2. In the Deal Attachments section, click Add Attachment.

3. On the Add Attachment dialog box, click Browse.

4. Navigate to the file you want to attach to the deal item. Select the file and then click Open.

5. Enter a brief description of the attachment file in the Description field.

6. Select Deal Central Attachment in the Type drop-down list.

7. Click Save. The item is added to the list of Deal Attachments.

1. Click the pencil icon in the Action column for the attachment.

2. Edit the content of the Description field.

3. Click Save.

● Click the X in the Action column for the attachment.