You don’t have to leave Octiv to associate a document with a Salesforce object such as an Opportunity, Lead, Account, or Contact.

Follow these steps to associate an opportunity with a document:

  1. From the document, click the Properties tab.
  2. Scroll down to Salesforce Opportunity and click Search.
  3. In the pop-up window, use the search bar to find your Opportunity.
  4. Click the Opportunity you want.
  5. Click Assign. You receive a notification that the Opportunity is associated with your document.
  6. Click Refresh variables in the variables tab to associate the information from that Opportunity.

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