CRM

GMcLucas
Mitglied

Storing received emails and the attachments

lösung

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 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Storing received emails and the attachments

lösung

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Antwort
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Storing received emails and the attachments

lösung

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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