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We have a field were a signed contract needs to be uploaded before a deal can be closed. However we include this field in a workflow that takes users directly to the deal but this field is not in direct view and to avoid people looking for this field. is there a way to copy this file uploaded in this field over to the associated attachments on the deal? So it will be easy to glance at.
The product team reviews these requests based on popularity so I'd recommend upvoting. You can also make it easier for others to find the request (and drive traction) by accepting my reply as a solution. I'd appreciate it too.
Have a nice weekend!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
The product team reviews these requests based on popularity so I'd recommend upvoting. You can also make it easier for others to find the request (and drive traction) by accepting my reply as a solution. I'd appreciate it too.
Have a nice weekend!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer