10.3. Keeping Track of Files Using Communication History

So, you've been working on a proposal for the hot new prospect, and you've created documents and spreadsheets, taken pictures of their factory and superimposed where your new machine would go on the production line, and received a contract back from Legal with their terms; and all these files are stored who-knows-where on your hard drive. You can use BCM to keep track of all these files in communication history. You can link the files to not only the contact but also to the opportunity you've entered to track the deal, plus the project.

Use the following steps to link to a contact record. If you want to link the files to an account, opportunity, or project, the concept is the same except you start by finding the record to link to instead of the contact.