Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
19
votes
Taylor Smietanksi
shared this idea
-
At this time -- If we add a document to the contact record, it does not automatically link it to the company record.
-
Charmyn Marchan commented
The ability to link the same document to multiple objects in Pipedrive or unlink it from other objects (Contacts, etc.) not just deals.
