Follow these steps to upload and attach files to a deal in Taskip’s Sales Pipeline:

Step 1: Open the Sales Pipeline #

1. Navigate to the Dashboard.
2. Click on Sales Pipeline from the left sidebar.

Step 2: Open the Deal #

1. Locate the deal you want to attach a file to.
2. Click on the deal name to open its details page.

Step 3: Go to the Files Tab #

1. In the deal details view, find the Files tab in the top navigation.
2. Click on the Files tab to open the file management section.

Step 4: Upload a File #

1. Click inside the Drag a file box or drag and drop a file into it.
2. Select the file you want to upload.
3. Click the Upload button to attach the file to the deal.

Once uploaded, the file will be listed under the Files section, where you can view or delete it as needed.