Uploading Files for System Design

Advise your dealers to email you their files for the meeting

It is a requirement that these files are uploaded to the deal record by the sales rep

DO NOT directly email the design agent files, they will get lost

Located the deal record
When in the deal record, on the right column of the record you will see a section for attachments
You will see a button that says "Add". Click on this to proceed
You will then have the option to choose existing or upload a new file
1. If you select "Upload New" you will select a file from your device. Then click "Upload"
2. If you select "Choose Existing" you will be able to select files that already exist in your HubSpot.
3. One you know which file you would like to attach, click on it to upload

Confirmation
After the files have been successfully uploaded, you will see them in the attachments section of the deal record

If the steps above are not followed properly it affects the efficiency of the Solution & Design Agent's process which affects you

It is extremely important to have one process that each team member adheres to

Follow the steps in this article to ensure efficiency for all teams involved

Goal: To clarify the importance of one process when uploading files for system design layouts