It would be so helpful to be able to easily add deal attachments to an email to a client. An option to add attachments just like quotes would be fantastic!!
I'd like to see the attachments card get a bit of an overhaul too. It's not super useful at the moment as it has a tendency to collect garbage data (like email signature graphics) where uploading actually useful information is a bit tedious.
It would be very useful to be able to add deal attachments easily to other activities like emails. I'd personally like to also include them as attachments to quotes, as we could then use the deal attachments for project-specific information like tender documents and architectural drawings.
Yep same here. We have external Package slips etc. which we upload to a deal as attachment. Now our remote Product Specialist needs to download them and attach it to an email in order to share it with a client. This seems to be a lot of extra work!
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
