Hi all,
I am looking for an efficient way to link documentation across multiple entities.
It should be a part of a BPF.
It needs to be linked to the following entities:
Lead, Opportunity and Account.
It should hold the following formats:
-.jpg
-.png
The idea behind this is the following:
During a lead a user needs to upload a document.
After using the OOB qualify functionality, this document should then be linked to the create opportunity and new or existing account.
What would be the best way to approach this when considering customization and data storage?
Best regards,
Rob