Workdrive is the Zoho version of Google drive, except you get 5 terrabytes of free storage!
- If you haven’t, follow the video to set up Workdrive
- Add a file or Folder to practice with
- In CRM, add an attachment via “Zoho Workdrive”
- If you attach an entire folder, then files you add to that folder will automatically be attached to CRM as well
Learn more about Zoho Workdrive