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HubSpot File Manager Best Practices and Optimization Tips

If you've been an active HubSpot user for longer than 3 months, you can probably relate to this pain: you need to track down that one image file that you know you uploaded back in the day, but you're really struggling.

You try searching, but you can't remember the file name. Then you start clicking into folders, but you can't remember where you put it.

You're starting to get frazzled, so you start clicking through the pagination buttons and finally get so frustrated with how long it's taking to find a single image that you head back to your local machine to find it again and upload it. After sorting through your mess of local files or your team's Dropbox or Google Drive folder structure, you find the image you wanted, upload it, and away you go.

But what did you accomplish?

What really just happened was: a) a lot of wasted time and added stress, and b) you've now compounded the problem by adding yet another duplicate file to the mess inside your HubSpot portal's file manager.

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How to Set up the Best Google Drive Folder System for Your Agency

Google Drive folder organization isn't the most exciting topic, but if you work at a marketing agency, you understand the importance of a strong system for file management. In the previous episode of Agency Toolbox, we compared Google Drive and Dropbox, laid out the pros and cons, and I shared why our agency chose Google Drive as our file management application.

Today, we're getting into the nuts and bolts of the best Google Drive folder system for agencies. I'll share our structure at GuavaBox with the intention of giving you a starting point to create or improve your agency's file management system. 

Google Drive Folder System for Agencies:

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