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 access the Dropbox integration
Click on your User/Profile icon (top right-hand corner) → Select Apps and Integrations → under Utilities click on Dropbox.
Note: This integration is pre-installed on your OnePageCRM account.
How to attach a file to Notes, Calls, Meetings, or Deals from Dropbox
Files can be attached to the following on the Contact page:
In the Dropbox popup, select a file or multiple files. Note: Sign in to your Dropbox account, if you are not already logged in.
Note: To remove an attached files from notes, hover over the attachment file and click on the bin icon.