Adding attachments to stage steps
Add an attachment to a task or document stage step in an opportunity template.
If the opportunity template has been used to create an opportunity in NexJ CRM and tasks or documents have been created for a stage in the opportunity, then you can no longer add or modify stages steps for that stage. You can view whether an opportunity template has been used in an opportunity by filtering by template on the Opportunities workspace. For more information on filtering opportunities, see Viewing opportunities on the Opportunities workspace.
To add attachments to a stage step:
The attachment is added to the task or document stage step.