It is not feasible to always attach your important files

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Also, watch this movie to get a sneak peek at vtiger google meet integration.In this blog, we will discuss how to save and organize important business documents in google drive from vtiger’s documents module. Are you one of those people who is overwhelmed by various documents and files? As a sales or marketing representative, do you deal with different business documents such as agreement plans, sales contracts, prospect data, marketing presentations, team planners, etc.? As a manager, you may want to share presentations with your clients or discuss daily activities with your teammates using a team planner.

Don't you think you can save precious time dentist data user list if you are able to manage, record and share your documents from one centralized location? Yes, you can perform tasks quickly without buffering. Besides, to emails and send them internally (team members) or externally (clients). So, what is the solution for documentation and sharing? Let’s find out below. Google drive, a document storage application to make our lives easier, google has launched google drive, a cloud storage platform where you can quickly create and save documents.

It enables you to save documents individually or in separate folders. You can record them in word format, spreadsheets, presentation slides, etc. You can also upload, edit, and share documents accordingly. So, the next question is, if most of your day-to-day activities are done through crm, then how can google drive benefit you. If you are a crm user, then integrating google drive with your crm is a great solution for managing documents online. Let’s understand this by looking at the integration of google drive with vtiger crm.