HubSpot Ideas

TomGo

Show attachments from deals (notes) in existing files when sending mails

My use case:

- My colleague assigns a task within a deal for me to create a barcode for the product we create for this client / deal

- I upload the barcode files to the deal

- My colleague wants to send a mail to the client's artwork person and include the files I uploaded. When choosing "attach file" and "choose existing" the files I uploaded are not available (only those from the generic file pool

 

My feature request:

Please make the deal specific attachments available when composing a mail within this deal / to a contact in this deal.

0 Votes