I am trying to creat a repository, with the aim of it holding all relevant sales information. So brochures, banners, logos, images etc. I don't know where in Hubsport would be the best place or this. It needs to be something that anynone with a link to can view and click through. Any help?
It's not the most pleasant experience to navigate but allows for uploading files, creating and organizing folders, grabbing their links and sharing them with the team.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
To create a repository for all relevant sales information in HubSpot, First upload your files and documents in the files tool in HubSpot by following the steps mentioned in this article here
By following these steps, you can create a repository that holds all the relevant sales information and ensure that it is accessible to anyone with the link.
To create a repository for your sales materials, navigate to Library > Files or Library > Documents in HubSpot.
For Files: Upload images, PDFs, and other documents. Organize them into folders, and generate shareable links to share with your team or clients. Files are hosted publicly by default, so adjust settings if needed.
For Documents: Upload and share documents like PDFs and presentations. Share them via a link, track who views them.
It's not the most pleasant experience to navigate but allows for uploading files, creating and organizing folders, grabbing their links and sharing them with the team.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer