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Documents, Libraries and Email Integration
These articles will give you a hand with any queries about creating, saving, importing or exporting documents.
14 articles
Sales History Import Checklist
List of Frequently Used Merge Fields
How to Merge Linked Product Library Files to Document Templates
Embedding Fonts in Word Documents for PDFs
Sending, Forwarding & Replying to an Email from the CRM
Managing Email Attachments
Marking Documents as Important/Pinning Documents
Installing Save To CRM Add-in (Gmail)
Adding a Document to a Record
Uploading a Photo Using a Mobile Device
Re-installing Save to CRM Add-in
Using Save to CRM Add-in
Categorising Saved Emails Using Save to CRM Add-in
Install the Prospect CRM Add-in for Word