As a company, we’ve continued to serve our customers without interruption and shipped new products and features.īut things aren’t perfect. In our internal surveys most employees say they’re able to be productive at home (nearly 90%) and don’t want to return to a rigid five-day in-office workweek. A new study from The Economist Intelligence Unit commissioned by Dropbox finds that knowledge workers are more focused at home and just as engaged as before. We believe the data shows the shift to remote work, though abrupt, has been successful overall. As virtually all work becomes digital, organizing all your team’s content in one place has never felt so important. But we’re fortunate that our product helped us transition pretty seamlessly, and that it helped others too-we’ve seen increased adoption and usage this year. This year’s abrupt shift to remote work was jarring for us, along with everyone else. Though we make software that helps people work from anywhere, most of our employees came to an office every day. 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.Dropbox has always prioritized creativity and collaboration as key to building a thriving business, and our office spaces were designed for it. 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. 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. 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. 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. 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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