What we are planning to achieve is to tie all corresponding emails/attachments relating to specific deals in one place. So that all we need to do is click on a deal in our sales pipeline and all the info will be there (e.g., the quote we sent our customer, the PO no. we received etc). I am currently noticing an issue where attachments often duplicate. For example, if one of my colleagues manually add an attachmentment via 'creating note' in the specific deal, but then someone responds to an email with the same document attached, it is duplicated. Would be great if HubSpot could detect file names/sizes so that the same document does not get listed twice+ under attachments in the deal. Current fix is to manually delete the duplicated document.
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