Store files in custom locations for a deal, not the main Pipedrive folder.

Erik Christensen
Erik Christensen Posts: 62
Second Anniversary Photogenic
edited July 17 in Sales CRM #1

We use folders for storage of client / planning documents, every-time we go to use the document features and it creates a duplicate of the file we loose the main reference we built into our workflows.

Is there any chance a user can specify where they want the file saved on a case by case basis? I don't mind if there's no home for the document, but if there is, why shouldn't we just choose the directory manually for a deal since most likely it's tied to a directory that's not going to live in the Pipedrive data folder.

Comments

  • Pedro Manuel Gonçalves Franco
    edited June 2021 #2

    Hi Erik!

    Interesting feedback indeed. Do you use any folder naming pattern for storing the client documents that is common across all deals in the company? Or is it completely different for each deal/pipeline?