Open an opportunity’s Attachments to review files from both the deal and its linked account in Salesforce or HubSpot. Account and Opportunity labels show the relationship, and a file linked in both places appears once with both labels.Refresh with Fetch attachments, then view or download an available file from the original CRM. Previously loaded files stay visible if a refresh is incomplete. Availability still depends on the CRM connection, account link, and file access.See opportunity attachments.
Update archive
Review account files alongside each opportunity
Opportunity attachments include linked account files, with clear relationship labels and access to the originals.
