How to Use
1. Using the extension through Leads (Creating Leads Folder)
The Zoho CRM 2 Dropbox extension can be used to create folders in Dropbox through the Leads or Deals module. With the help of this extension, the users can also move, rename, browse, upload, share, and delete files and folders. Go to the Leads module ...
2. Using the extension through Deals (Creating Deals Folder)
Go to the Deals module and click on your desired Deal. Just like before, click on “CRM 2 Dropbox” at the left sidebar of the Deal. As soon as you click the option, it will load the Dropbox extension within the selected Deal. Click on the “Create ...
3. Converting Leads to Deals
3.1 Set the Converted Lead Location - You need to specify the Converted Lead Location where the associated folders and files will be migrated. 3.2 Configure Modules and Fields - After setting the Converted Lead Location, we need to configure modules ...