Where can I find files that I directly attached to a deal record?

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northstarcomms
Member

I tried to find files that I attached directly to deal records in the Files section under Marketing, since there is no other obvious place to look for these attachments.

The reason is that I would like to be able to find the file that I attached to a deal, and reuse it when sending an email to another contact.

Are attached files avaialble anywhere in HubSpot, or do I have to upload files in the File section under Marketing, 

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karstenkoehler
Solution
Most Valuable Member

Hi @northstarcomms,

 

If you attached a file to a deal record, it's only available there. These files are not automatically documented in the HubSpot file manager – you would have to manually upload them, unfortunately.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Most Valuable Member

Hi @northstarcomms,

 

If you attached a file to a deal record, it's only available there. These files are not automatically documented in the HubSpot file manager – you would have to manually upload them, unfortunately.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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johnelmer
Top Contributor | Diamond Partner

@northstarcomms Regrettably, @karstenkoehler is correct that you won't be able to find the deal attachments in the HubSpot file manager. This question comes up regularly, so you might consider submitting it as an Idea.





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John Elmer, Bayard Bradford


John Elmer, CEO
Bayard Bradford

Advanced CRM | HubSpot Integrations | CRM-Driven Marketing for Revenue Growth
HubSpot Diamond Solutions Partner
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