- Knowledge base
- HubSpot CRM
- Deals, documents & sales pipeline
How to use the documents tool in Hubspot
Upload and organise your documents to ensure that all stakeholders can access them and you can gain more insights
- Navigate to the sales Tab at the top
- Select documents
- Create a folder
- Upload your document
- Click share and then send the link to email recipient
- You will get a notification when they have sent it
- select the document and then the recipient and select their name
- You will now be able to see how far they have read into the document and the times aswell