I cannot see a way that I can create a standardised classification for attachments that are uploaded to a deal?
Ideally I would like a deal to automatically move status if it has a certain type of attachment made to the deal record.
At the moment a file can be attached with a file name that has been created via free text and is therefore not uniform. This is no good for me when wanting to identify deals in a certain status that has a particular document type that I may then want to download via an API or Zapier.
It is not possible to attach attachments to the offer, for example for pricing. I would like a change to this so that you get the most out of automation.
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