Drag Files From a Deal into Email (Or Save into a Separate Folder)

Tyler Pipedrive
Tyler Pipedrive Member Posts: 21 VERIFIED MEMBER
10 Comments First Anniversary 5 Up Votes Name Dropper
in Ideas and Product Feedback #1

Hey, I have to add photos or videos to specific deals. When I want to send out info on those deals I have to re-download the saved files and then send them as attachments via email. Is there a way we can drag saved files from a deal into an email directly? This has become a crazy long process

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,287 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    Hi, @Tyler Pipedrive that is the only process at the moment. I’m adding your feedback to similar requests so our product team can investigate it.

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