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

Tyler Pipedrive

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

Manuel Oliveira

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.