Goal: To clarify the importance of one process when uploading files for system design layouts
Key Topics
Process of Uploading Files for System Design Project
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
How to Upload Files
- 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
- If you select "Upload New" you will select a file from your device. Then click "Upload"
- If you select "Choose Existing" you will be able to select files that already exist in your HubSpot.
- 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
Why is this important?
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