Organize uploaded files

Rob Grubbs
Rob Grubbs Member Posts: 25
Second Anniversary Photogenic
edited July 2022 in Sales CRM #1

Is there a way to organize or name files that are uploaded to a deal.  we upload a lot of files to each deal and it is a mess searching for each file.  Folders would be nice.

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  • Arthur_70084
    Arthur_70084 Member Posts: 74
    edited June 2022 #2

    Hey @Rob Grubbs 

    Do you use any automation to upload a file within a deal ? 

    If you don't, you should, cause it would be easier and faster for you. 

    Therefore, you should use Integromat. If you need, I'm a workflow automation specialist, but I'm also an Integromat specialist certified. 

    You can reach me here : [email protected]

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