HubSpot Ideas

JStefko

File Attachment for Contact Cards

It would be great if there was a setting that allowed me to control who could see what documents are uploaded to the contact card. For example, When my sales rep is working with a customer and its time to prepare a quote for said customer, I will work with my sale rep to create said quote. That quote is based off of a quote I get from my manufacturer/distributor, however, my sales rep does not need to see the quote from the manufacturer/distributor. I would like to be able to attach the manufacturer/distributor quote as it makes my process a lot easier being able to have everything in one place instead of in various email chains etc. No one customer gets the same pricing as the products I sell are on a built to order scenario. 

0 Upvotes