Add attachments for a sales process record

---
title: Add attachments for a sales process record
description: Attach files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/add-attachments-sales-process.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Lead-to-Cash Process Management, Order operations apps, Use, Sales Customer Relationship Management]
---

# Add attachments for a sales process record

Attach files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.

## Before you begin

Role required: sales process manager \[sn\_l2c\_cockpit.sales\_process\_manager\]

## About this task

You can attach files only to a sales process record. To add attachments to child records, you must navigate to the respective entity's record page.

## Procedure

1.  Navigate to **Workspaces** > **CRM Workspace**.

2.  Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

3.  Under **Lead to Cash Process Management**, select **Sales Process Records**.

4.  Select the sales process record.

5.  Select the **Attachments** tab.

6.  Upload files.

    **Note:** The default maximum file size is 1 GB, but this may vary based on the size limit set by your admin on your ServiceNow instance.

<table id="choicetable_rbm_fqz_bgc"><thead><tr><th align="left" id="d180876e130">

Method

</th><th align="left" id="d180876e133">

Action

</th></tr></thead><tbody><tr><td id="d180876e139">

**Drag and drop**

</td><td>

Drag and drop the file from your system to the Attachments pane.

</td></tr><tr><td id="d180876e148">

**Select a file from your system**

</td><td>

1.  Select **Select file**.
2.  In the browse files pop-up window, select the file.
3.  Select **Open**.


</td></tr></tbody>
</table>7.  Select **Upload**.

8.  Attach more files by selecting the Add icon \[Omitted image "workspace-icon-add.png"\] Alt text:.


## What to do next

Download, rename, or delete attachments. For more information, see [Manage attachments for a sales process record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/manage-attachments-l2c-process-management.md).

**Parent Topic:**[Using Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-lead-cash-process-management.md)

**Related topics**  


[Configuring Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configuring-lead-cash-process-management.md)

[Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/explore-lead-cash-process-management.md)