How can I link the documents from Dropbox to the CRM?
If you have a document in Dropbox and want a record of it in the CRM, you just have to link it.
Follow these steps to link documents to CRM from Dropbox:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Documents.
- Click +Add.
- Click Link.
- Select Dropbox to link from in the Link Document window.
- Select the folder where you want to store your document.
- Assign a user to the document.
- Click Browse to choose the document you want to link.
- Sign in to your Dropbox using your credentials.
- Select the document from your Dropbox.
- Click Add.
- Click Link Selected files.
The document will be linked to CRM.
To know more about Documents, click here.
To know more about Dropbox, click here.
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