Workflow automation and validation rules are powerful tools for enhancing and enforcing your process flow. They can simplify enforcement of naming conventions and help ensure your team is entering the correct information each step of the way. But these tools will only get you so far, and can fall short when, for example, you want to make sure your team is adding products and uploading attachments at various stages. If you want this sort of logic, you’re going to need a developer to build some pretty complex code. Or you could check out the free Opportunity Enhancer for Salesforce.
You want your Sales team to attach a file at certain sales stage(s) for direct sales opportunities. To accomplish this requirement, you would need to seek the help of a Salesforce developer. Now, you can accomplish this with the help of Opportunity Enhancer by simple and easy to use setup/configuration.
Check out Opportunity Enhancer and start enjoying even more powerful Opportunities today!