Google Drive
Google Drive is a free file storage and synchronization service where users can store, sync, share, and access files across multiple devices.
This pre-installed integration allows you to link files to notes and deals and instantly access the most recent file version.
1
Open a contact → click on the + Note, + Call, + Meeting or + Deal below the Next Action window → complete Note/Deal required fields and details.
2
Attach your file by clicking on the Google Drive icon.
3
Sign into your Google Account in the pop-up window → click Allow OnePageCRM access to your Google Account.
4
Select the file you wish to attach → click Select.
5
Once all files are attached and all details have been added → click Save.
You can remove a file from the note or deal, by hovering over the file and clicking on the bin icon.
