Google Drive

Google Drive is a free file storage and synchronization service where users can store, sync, share, and access files across multiple devices.

This pre-installed integration allows you to link files to notes and deals and instantly access the most recent file version.

Attach a file to a note, call note, meeting note or deal

Open a contact → click on the + Note, + Call, + Meeting or + Deal below the Next Action window → complete Note/Deal required fields and details.

Add note, call, meeting or deal

Attach your file by clicking on the Google Drive icon.

Google Drive icon

Sign into your Google Account in the pop-up window → click Allow OnePageCRM access to your Google Account.

Allow access to Google

Select the file you wish to attach → click Select.

Select file

Once all files are attached and all details have been added → click Save.

Save note

Note:

You can remove a file from the note or deal, by hovering over the file and clicking on the bin icon.

Google Drive

Attach a file to a note, call note, meeting note or deal

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