CNicolls - we attach documents direct to the deal rather than in the company docs area, that way you only get the relevant docuements (quote, signed ...read more
A number of our support staff and admin staff don't need access to Hubspot so they use outlook. It would be useful if the link could be used for Hubspot in outlook as well.
Thanks
At present, the only option is to disable the auto add of documents and upload them manually. This works but is relient on everyone remembering to d...read more
This is something I have commented upon before - shame nothing has been forthcoming from hubspot. A simple approach might be to have an attachment ca...read more
My firm has code in our own web product that is able to recognise attachments within an email and attachments that are part of the body text such as ...read more
Agreed - it is getting a little frustrating. An easier means of viewing emails would be good too - it's very easy to get lost and not find what you n...read more
A number of our support staff and admin staff don't need access to Hubspot so they use outlook. It would be useful if the link could be used for Hubspot in outlook as well.
Thanks