Email Attachments
Hi everyone
if you are emailing a customer from a deal
and you what to attach a file that is also in that deal
how do you do it with out downloading it first ?
I have tried to drag but it doesn't work for me
Comments
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I'm afraid that's not possible at the moment @Nick Arnold , you do have to download the file first to attach it.
That being said, I can see how drag and drop would be handy and I've forwarded your suggestion to our team so they can take into consideration in future developments.
Speaking of which, here are some pro tips to stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
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I have the same problem and it also would be usefull to auto attach every file in a deal to an email template.
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Inês Batata said:
I'm afraid that's not possible at the moment @Nick Arnold , you do have to download the file first to attach it.
That being said, I can see how drag and drop would be handy and I've forwarded your suggestion to our team so they can take into consideration in future developments.
Speaking of which, here are some pro tips to stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
Any update on when this feature will arrive?
Seems a basic feature that has measurable benefits.
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It has been 2 years since this was requested. It has to be one of the most requested features. Can someone give an update on it, please?
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@Inês Batata neither of those links (beta or roadmap) are valid any longer.
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