Dropbox
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: | |
| How to access Dropbox integration | |
| How to attach a file from Dropbox | |
| How to remove a Dropbox file |
How to access Dropbox integration
Note: This integration is pre-installed on your OnePageCRM account.
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 in to 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.
