Why Sales Teams Love Pinned Folders
Pinned folders put your essential documents exactly where you need them—directly within your HubSpot records. No more switching between platforms or searching through endless folders to find what you need during crucial customer conversations.
Our latest enhancement, pinned folder types, takes this functionality to the next level with benefits designed specifically for sales professionals and the admins supporting them.
Key Benefits for Sales Teams
1. Find What You Need Instantly
With folder types, documents are organized by purpose (proposals, contracts, presentations) rather than just by client. Distinct icons let you spot exactly what you need at a glance during client calls.
2. Intuitive Category-Based Organization
Create logical categories for your documents based on their purpose or stage in your process, making it easier for your team to follow document management best practices.
3. Streamlined Document Operations
Pinned folder types create a consistent system for managing documents, allowing yourteam to work more efficiently with specific document categories.
4. Consistent Document Organization
Standardize how folders are categorized across all client records, creating apredictable structure for your team to navigate.
5. Supercharged with HubSpot Workflow
Looking to retrieve a folder or file that’s pinned to a HubSpot record with a specific classification? Or perhaps you need to reorganize files as your sales and onboarding processes evolve. All of this becomes possible through the strategic use of folder types combined with HubSpot Workflows’ automation capabilities.
What HubSpot Admins Will Love
1. Easy Implementation, Powerful Structure
Create and manage custom folder types in the native admin portal to establish a logical document structure across your organization
2. Admin-Defined Folder Types
Administrators can define custom folder types with unique names, labels, descriptions, and icons through the native portal interface.
3. Enforce Process without Micromanagement
Build your sales process directly into the folder structure, ensuring consistency without constant oversight. The system guides proper document handling.
4. Customizable to Your Business
Configure folder types to match your specific sales stages, document categories, or industry requirements for a perfect fit with your processes.
Real-World Impact
Pinned folder types create a foundation for better document organization within your HubSpot instance. When combined with HubSpot’s workflow capabilities, you can create more structured document management processes.
Ready to transform how your team manages documents within HubSpot? Contact us today to see pinned folder types in action, or try it for free today!