There needs to be a privacy setting similar to templates for sales documents in the CRM (e.g., "Shared" or "Private". Reason: the sales reps should be able to attach a quote/pricing to their emails and not have other reps be able to see this.
I agree! There needs to be privacy settings in the file mamanger so my users can only see the files they upload to the system. My sales reps should not be able to see other sale reps proposals and documents. Without this feature I may need to think about using another CRM feature.
Yes!! This is crucial for our sales process as well.
They should be able to create their own private folders or have one auto created. Anything that's put in there is only visible to them and people we give permission to.
Additionally this is important because of the number of potential documents. We have 80 sales people on the HubSpot CRM and some of our documents and flyers are customized by salesperson. This means there oculd be 80 versions of a single doc/flyer. To have the salespeople weed through this many documents to find their own, means they won't use the feature.
Totally agree. I'd even say its necessary for me to fully take advantage of the document functionality! I don't want my data to get wrong becouse someone else shares a document I've uploaded... 🙂
Hi @afasnacht and others looking for this feature.
We are developing an app called CloudFiles which inherently solves this problem. It provides all the functionlity of documents (upload, link gen, sharing, analytics) and more in the context of deal/contact/company. Since the file is uploaded in record context, only the executives having access to that record would be able to view the file. Request you to check out the app on HubSpot Marketplace.
Thanks
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