To upload and share documents in HubSpot, follow these simple steps:
Navigate to Documents: In your HubSpot account, go to the "Sales" dropdown menu and select "Documents."
Upload Documents: Click on the "Upload document" button. You can drag and drop files or click to browse your computer. HubSpot supports various file types, including PDFs, PowerPoint presentations, Word documents, and more.
Organize Your Documents: Once uploaded, you can organize your documents into folders for easy access and management.
Share Documents: To share a document, hover over the document you wish to share and click the "Share" link. You can share documents directly through a link, embed them in emails sent through HubSpot, or attach them to deals or records.
Track Engagement: When shared via a HubSpot link or email, you can track how recipients engage with your document, including view time and frequency. This information can be found in the document's details in HubSpot.
Remember, keeping your documents organized and monitoring engagement can help you refine your sales and marketing strategies over time.
