Dropbox is a free file hosting service that syncs and backs up your files in the cloud. You can link Dropbox files to your notes and deals in OnePageCRM.
In this Article, we'll show you how to:
How to access Dropbox integration
How to attach a file to Add Note, Add Call or Add Deal from Dropbox
Click on the Add Note, Add Call or Add Deal button and complete the required fields.
Attach your file by clicking on the Dropbox icon.
In the Dropbox popup, select a file or multiple files. Note: Sign into your Dropbox account, if you are not already logged in.
Click Choose to attach the file.
Click save to add a file to your notes/deals.
How to remove a Dropbox file from Add Note, Add Call or Add Deal
In the Add Note, Add Call or Add Deal form, click on the 'x' symbol to the right of the attached file.
Click Save to submit the changes.
How to pin Dropbox to the Apps menu
To pin the Dropbox integration to Apps menu, select the check-box Pin to the Apps menu.