CRM

northstarcomms
メンバー

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

解決

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
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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

Beratungstermin mit Karsten vereinbaren

 

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2件の返信
johnelmer
トップ投稿者 | Elite Partner
トップ投稿者 | Elite Partner

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

解決

@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.

Did this post help solve your problem? If so, please mark it as a solution.






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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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
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.