Emailing files attached to leads or deals
jasensells
Member Posts: 4 NEW MEMBER
I cant figure out how to email a file from the crm. I can attach files to leads/deals but whenever I try to send those files it wont let me. any suggestion would be appreciated.
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Answers
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Hi @jasensells, attaching files in the crm to an email directly is not yet available; feel free to upvote and contribute with your feedback here. The more engagement it gets, the more likely it is to be developed.
As a workaround, you can download the file from the deal it is attached to, and upload it to the email.0
