Integración con Microsoft SharePoint

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Descripción general

Integrate your SharePoint document management with Salescaling to keep your sales collateral organized.

Cómo funciona

  • When a new deal is created in Salescaling, automatically create a new folder in SharePoint for that client.
  • Upload new files to SharePoint and have them automatically linked to the correct deal in Salescaling.
  • Keep all your sales documents and client files in one central, accessible place.