Client files to sidebar
Jyri Mustonen
Member Posts: 1 VERIFIED MEMBER
pipedrive is a good place to store customer data
I would like more support for file management
We have several clients whose files we need every day
It would be nice to have a files section in the company information sidebar where you could choose which files to display, for example by folder.
USE FILES
- file
- file
- file
DRAFTS
- file
- file
- file
INVOICES
- file
- file
- file
files can be stored in Google or One Drive, for example, but you could drag them from the sidebar directly to deal or email
Tagged:
2