Drag/Drop Files in to CRM

Drag/Drop files into CRM to create Attachments.

This is a kind of CRMised solution for my post Copy-paste to upload attachments automatically into CRM via USD.One should have USD in play to use that approach. In this post, I would like to explain a solution which I have created to easily upload the files into CRM. Here is a quick glimpse of …

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Copy-Paste attachments in to CRM via USD

Copy-paste to upload attachments automatically into CRM via USD

Have you ever wondered how many clicks you have to do to take a screenshot and upload as an attachment in CRM Notes? It would definitely be a minimum of 8 to 10 clicks to complete the full process. What if, if there is a way to do it with almost 0 clicks? Yes, In …

Continue reading Copy-paste to upload attachments automatically into CRM via USD