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hlpayne
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Member since ‎Dec 12, 2017
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  • Upvotes Given
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  • Upvotes Received
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Heather Payne

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hlpayne on June 01, 2020
Organizing Documents/Attachments
Add option to organize attachments or documents on a contact, company, or deal. Create sub-folders, if necessary to organize document attachments. Ability to remove email signature images or the like that aren't needed, but get added as attachments read more
Reply Idea Contacts & Companies
31 upvotes
10 Replies
joverholt on October 11, 2019
Opt Out Option for email attachments automatically be added to the Attachments section of the record
Our sales team is havi ng difficulty with the feature where when a one-to-one email is sent in HubSpot, any attached files will also automatically be added to the Attachments section of the record. R esulting in 1.) confidential, se read more
Reply Idea Deals Integrations Sales Email Extensions & Add-Ins
75 upvotes
25 Replies
hlpayne
Participant
February 05, 2020
We definitely need this for our teams too! Numerous document versions and email signature graphics are attachments.
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