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I want to attach word, excel and pdf files with lead, opportunity and quotes, how should i ?
The preferred way of doing this would be setting up document reponsotories with SharePoint. Please see this link for setup instructions: technet.microsoft.com/.../dn531154.aspx .
The second way if sharepoint isn't available; when you go to the lead entity click to add a note and add an attachment that way.
I hope this helps!
You also have the option of using One Drive for Business - www.microsoft.com/.../use-onedrive-for-business-to-manage-your-private-documents.aspx
Hope this helps
Were you able to use Scott or I's solution to fit your needs?
You can use the alternatives that Jason and Scott mentioned, or simply attach the files to Notes in the form. Please check below:
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