Set an updated property in the sales pipeline that mandatory asks the sales rep to attach a file
It would benefit every business (mainly sales teams, sales managers, sales directors, and CEOs) to set up a business rule in the sales pipeline that asksthe deal ownerto attach a filein a particulardeal stage that could sync in the deal's attachment. This business rule could add much value to the sales management process. The managers and directors wouldn't have to ask the reps if they uploaded a business proposal, contracts, SLA contracts, product demo presentations with a prospect, and any other document involved in the deal pipeline stage process. Setting this feature could be fantastic for every HubSpot partner and customer in management control automation.
Right now, HubSpot's logic in terms of file uploading, what it does in the deal pipeline is that whenever someone sets a file upload property, what is created is a simple line property to add a link. Still, the document link to be uploaded from HubSpot is not saved in the deal record but sends it to the file tool in the marketing module.
If you think this feature could be for your company, please vote for this business rule idea!