CRM

GMcLucas
Member

Storing received emails and the attachments

SOLVE

Hi 

When I reacive an email with an attachment ie in excell or word can I save this into the seeperete job folders I have on the projects I am working on in sales.  Hope that makes sense

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Storing received emails and the attachments

SOLVE

Hi @GMcLucas,

 

Yes, you can upload and organize files in folders: https://knowledge.hubspot.com/files/organize-edit-and-delete-files

 

Keep in mind that this tool is meant for files to be used in marketing content.

 

I'd rather recommend attaching files to records: https://knowledge.hubspot.com/contacts/add-and-remove-attachments-from-records

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Storing received emails and the attachments

SOLVE

Hi @GMcLucas,

 

Yes, you can upload and organize files in folders: https://knowledge.hubspot.com/files/organize-edit-and-delete-files

 

Keep in mind that this tool is meant for files to be used in marketing content.

 

I'd rather recommend attaching files to records: https://knowledge.hubspot.com/contacts/add-and-remove-attachments-from-records

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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