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.
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]