7/9/2023 0 Comments Dropbox login app![]() If you need to attach a document that's in your Dropbox to a comment of a lead, simply click on the icon inside the comment field to attach a document and choose Dropbox as the source of the document. If another user of your account has access to the lead but not to the folder where the document is stored, they won't be able to view the content of the attachment. Once you start uploading files on your Dropbox app, it will be uploaded in the cloud, and you can access that data from any device connected to the internet. NB: to view your document, simply click on it. Note that you can choose several documents at the same time so that you don't waste time adding one document at a time. Simply click on it and choose Dropbox as the source of the document. Step 1: Start Creating an Access Token in AgilePoint NX Step 2: Create an App in Dropbox Step 3: Copy the Dropbox App Credentials Step 4: Configure the. When you open a lead, at the right you have a button that says "add attachments". How to attach Dropbox documents to leads & comments? ![]() ![]() How to connect your Dropbox account to your no crm.io account?ĭropbox is one of our native integrations. Thanks to this connection, any sales person can quickly and easily attach their Dropbox files to their leads, without wasting any time, thus streamlining their sales process. ![]() Enter your Username and Password and click on Log In Step 3. Go to Log Into My Dropbox Account website using the links below Step 2. Thus, in order to enable our users to have all the files related to a lead easily accessible to them, regardless of their size, we’ve enabled our customers to connect their lead management system to Dropbox. How to login easier Let me give you a short tutorial. ![]() When managing their sales, salespeople need to be able to attach important documents to leads, such as invoices, PowerPoint presentations, proposals, quotes…, and some files can be extremely heavy so not only can it take a long time to upload them, but also certain files can’t be uploaded at all. ![]()
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