Viewing and Sharing Class Valuation Sales Collateral
1. In HubSpot, Click "Sales"
2. Click "Documents"
3. Click "Class Valuation Sales Collateral"
Previewing Documents
4. Hover Over the Document and Click "Preview"
5. This is a preview of the document.
6. Click "Actions" and the following steps to send the document.
Sharing Documents with Leads & Clients
7. From the Documents List, Click "Actions"
8. Click "Actions"
9. Click "Create link"
10. Click the "Who are you sending this to?" field.
11. Type the recipient's email address
12. Switch this off if you don't want to require an email address to open the document.
13. Click "Create link"
14. You can copy the link and send it on your own.
15. Or you can send it from HubSpot (and track any opens or clicks) by clicking "Compose email"
16. HubSpot will open the Contact record and open the Email window.
17. The link to the document is attached to the email.
18. Add the Subject and text of your email.
19. Click "Send"
Sending Documents from Contact Record
20. Click here.
21. Click this text field.
22. Add the subject line and email body.
23. Click "Documents"
24. Open the folder "Class Valuation Sales Collateral"
25. Find the document you want to attach and click "Select"
26. The link to the document is attached to the email.
27. Click "Send"
Tip: As the contact owner, you will be notified when the contact clicks on the link. You will also receive an email with how long the contact viewed the document. We can use this data to follow up with contacts who've interacted with our collateral.