This would be incredibly helpful! I upload a lot of docs for sales team and use the links in crafting copy for them but want them to be notified of document views.
This is a must as if the Orginal Document Owner Leaves the organisation the only way to fix the problem removes the uploading of all the documents again
Completely agree. In my view, Sales Documents is the single biggest weakness of Hubspot. And the issues should all be easy to fix, including the issue I reported here over 2 years ago. The tracking of Sales Documents is working. The problems are:
Only Document Owner received alerts (email and feed) of any engagement with the Sales Document. But rarely is the Document Owner also the Sales Rep. Hence good point you make in this ticket. But I think the issue is beyond changing the document owner. The real issue is that the Contact Owner, should be alerted when the target clicks on a Sales Document. So if you have 250 sales reps utilising your latest brochure, the only route forward (as advice by Hubspot) is to upload the same brochure 250 times.
There is currently no way of re-assigning a Sales Document to a new owner. So if the person that uploaded e.g Whitepaper X leaves your company, the only solution is to re-upload the same whitepaper.
It is not possible to use clicks on a Sales Document as a trigger e.g. for enrolling a contact, or a workflow e.g. to trigger an automated follow-up task. This makes no sense as described here.
This is absolutely necessary. The tool setup doesn't reflect how most teams work in practicality. Changing the owner of a sales doc is so needed. PLease please build this out soon! or at least allow better tracking in the marketing files tool so we can send documents that way?
Likewise! This is causing an issue where clients sent a document from a previous team member, see it as associated with that team member, and are attempting to schedule sales calls / meetings with a team member no longer with the company. While it's possible to upload a new document, this doesn't help folks who were already in the pipeline from a prior team member.
