Who: Salesreps
Goal: Efficiently and quickly add documents from the CRM to a 1:1 email.
The ability to filter by favorites would be an added bonus.
This would be so useful! I normally have to attached AT LEAST 2 documents, and this would really speed that up!
I agree, this would be so useful for my sales team.
This would be extremely helpful and help Hubspot differentiate from its competitors.
I’m still craving for this in 2024 