CRM

hughrheinsohn
Participante

Hubspot Sales CRM: How to delete a document, how to rename a document

resolver

In the Sales CRM, I have an old document that is no longer used nor needed. I want to delete. I cannot see anyway to delete a document. How do I delete a document from the Sales CRM?

 

Also, how can I rename a document that is already uploaded to the system?

 

Thanks!

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edjusten
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HubSpot Employee
HubSpot Employee

Hubspot Sales CRM: How to delete a document, how to rename a document

resolver

Hi @hughrheinsohn . It took me a while, but I was ableto confirm that only Super Admins will have access to delete and edit all documetns. Sales users will only be able to delete and edit documents they own. Find out more about managing Sales documents here.

 

Ed  


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edjusten
HubSpot Employee
HubSpot Employee

Hubspot Sales CRM: How to delete a document, how to rename a document

resolver

HI @hughrheinsohn  With the documents tool open, move your mouse over the document you'd like to delete to reveal a gear option dropdown. Click on the gear to find the delete option. 

 

delete.png

 

Ed


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hughrheinsohn
Participante

Hubspot Sales CRM: How to delete a document, how to rename a document

resolver

Thanks but I don't see the delete option. It's just not there. ??

This is what I see in that menu.This is what I see in that menu.

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edjusten
Solução
HubSpot Employee
HubSpot Employee

Hubspot Sales CRM: How to delete a document, how to rename a document

resolver

Hi @hughrheinsohn . It took me a while, but I was ableto confirm that only Super Admins will have access to delete and edit all documetns. Sales users will only be able to delete and edit documents they own. Find out more about managing Sales documents here.

 

Ed  


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hughrheinsohn
Participante

Hubspot Sales CRM: How to delete a document, how to rename a document

resolver

Thanks!

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