Working with Documents in RealtimeCRM?

RealtimeCRM allows you to attach documents to a variety of records including Companies, Contacts, Projects and Tasks. You can take documents from any cloud-based platform, such as Google Drive, Dropbox, Box, OneDrive or any URL. Think of this tool as…

Add a document from SharePoint to RealtimeCRM

RealtimeCRM allows you to attach documents to a variety of records including Companies, Contacts, Projects and Tasks. RealtimeCRM doesn’t simply attach documents to records but also has the same access settings as your cloud storage platform so even if you…