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How can I link the documents from Dropbox to the CRM?

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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:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Documents.
  5. Click +Add.
  6. Click Link.
  7. Select Dropbox to link from in the Link Document window.
  8. Select the folder where you want to store your document.
  9. Assign a user to the document.
  10. Click Browse to choose the document you want to link.
  11. Sign in to your Dropbox using your credentials.
  12. Select the document from your Dropbox.
  13. Click Add.
  14. 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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