I am bringing this up again as I have not yet found the solution to the problem.
Each salesperson must not see each others deals - so the proposal file needs to be only with the sale person that is responsible for the deal. But the sales agent must be able to also email this proposal file to the client.
If I put it in the stream it cannot be found for email but if I save it to shared location for sales agent then every sales agent can access this location.
I could save the file to my drive when uploaded but the proposal file is produced and sent to each agent by admin person and they would have to log on as each user in order to save the file to the right mydrive for the responsible salesperson.
I saw the other solution where you put the file as an attachment to an event called produce proposal but this just puts the file into the history and again it cannot be accessed for email
do you have any suggestions please?
Each salesperson must not see each others deals - so the proposal file needs to be only with the sale person that is responsible for the deal. But the sales agent must be able to also email this proposal file to the client.
If I put it in the stream it cannot be found for email but if I save it to shared location for sales agent then every sales agent can access this location.
I could save the file to my drive when uploaded but the proposal file is produced and sent to each agent by admin person and they would have to log on as each user in order to save the file to the right mydrive for the responsible salesperson.
I saw the other solution where you put the file as an attachment to an event called produce proposal but this just puts the file into the history and again it cannot be accessed for email
do you have any suggestions please?