Google Drive

Google Drive is a free way to keep your files backed up and easy to reach from any phone, tablet, or computer. 

This pre-installed integration allows to you to link files to notes and deals and have instant access to the most recent file version. For more information, go to  Apps > Integrations and click the Google Drive icon under Utilities category.

Attach file from Google Drive

  1. Click on the Add Note, Add Call or Add Deal button and complete Note/Deal required fields (see A).
  2. Attach your file by clicking on the Google Drive icon (see B).
  3. In the Select a file popup,
    • Sign into your Google Drive account, if you are not already logged in.
    • Select a file or or multiple files you wish to attach (see C).
    • Click Select to attach file and Save the Note/Deal (see D).

Remove Google Drive attachment

  1. On the top of the Add Note /Add Deal form, click on the Remove link to the right of the attached file (see E).
  2. In the warning pop-up, click OK to confirm deletion of the attachment.
  3. Click Save to save note/deal (see F).

How to pin Google Drive to the Apps menu

To pin the Google Drive integration to Apps menu (see H), select the check-box Pin this application to the Apps menu (see G).

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