HubSpot Ideas

thesamuelcheong

Add feature to change owner of sales documents

We've got a diverse sales team along with admin/operations support. 

 

Typically the salesperson might upload documents and proposals to send to clients. It would be great to change the file owner to an operations/admin for them to be able to get notifications as well. 

8 Replies
BShelly
HubSpot Employee

Upvoting for a customer! Would be a great feature!

CMarketing2
Member

Yes, We have hundreds of documents that need to be reassigned and it appears the only way to do it is to download them all, have new user upload them all, create new links, and update all web and graphic assets with new links. This is not cool.....   :-((

KMcCall
Member

Yes, please add a feature where we can simply change the owner of a document instead of need to upload them all again!!!!!!

LeilaniOlynik
Member | Platinum Partner

Would love this feature!

Lorraejo
Member

Likewise! This is causing an issue where clients sent a document from a previous team member, see it as associated with that team member, and are attempting to schedule sales calls / meetings with a team member no longer with the company. While it's possible to upload a new document, this doesn't help folks who were already in the pipeline from a prior team member.

MNoble56
Member

Likewise! Not being able to update these make it difficult for any HS admin to streamline automation efforts tied to documents. 

SPorter6
Member

This is a simple action and should definitely be a function super users can assign and basic users can select

 

We have numerous uploads, and to do this indivual is like the user above mentioned.. a real pain.. It should be a simple function.

EPeggs
Member

Agree as Corp Marketing Director everytime we have document updates it takes hours of work. I cannot universally update documents for each sales rep.  It would be most ideal, in my mind, that if there is a document (link) sent by anyone on a team that the SENDER gets the data feedback on the document (opens, interactions, etc.) rather than the document owner.  Then the admin could load a document once and all the sales team would have the feed back for their own sends.