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?
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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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.
Ed
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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
Did my post help answer your query? Help the Community by marking it as a solution