Follow these steps to attach a document to a deal in Taskip’s Sales Pipeline:

Step 1: Navigate to Sales Pipeline #

1. On the Taskip Dashboard, click on Sales Pipeline from the left sidebar.

Step 2: Open the Edit Deal Modal #

1. Locate the deal to which you want to add a document.
2. Click on the three-dot menu (⋮) on the deal card.
3. Select Edit from the dropdown.

Step 3: Attach Documents #

1. Scroll down to the Select Documents field in the Edit Deal modal.
2. Click inside the Select Documents field.
3. Choose from the available documents or add a new one.
4. Once selected, the document will appear as a tag in the field.

Step 4: Save the Changes #

1. Review your changes.
2. Click the Save or Update button to confirm.

Your selected document is now successfully attached to the deal.