Completely agree. In my view, Sales Documents is the single biggest weakness of Hubspot. And the issues should all be easy to fix, including the issue I reported here over 2 years ago. The tracking of Sales Documents is working. The problems are:
- Only Document Owner received alerts (email and feed) of any engagement with the Sales Document. But rarely is the Document Owner also the Sales Rep. Hence good point you make in this ticket. But I think the issue is beyond changing the document owner. The real issue is that the Contact Owner, should be alerted when the target clicks on a Sales Document. So if you have 250 sales reps utilising your latest brochure, the only route forward (as advice by Hubspot) is to upload the same brochure 250 times.
- There is currently no way of re-assigning a Sales Document to a new owner. So if the person that uploaded e.g Whitepaper X leaves your company, the only solution is to re-upload the same whitepaper.
- It is not possible to use clicks on a Sales Document as a trigger e.g. for enrolling a contact, or a workflow e.g. to trigger an automated follow-up task. This makes no sense as described here.