Box is a cloud content management and file sharing service for businesses.
If you have a Box account containing content, you can sync the files or folders directly to the SalesHood library.
*When syncing folders, any changes made to files within the Box folder will be updated within SalesHood
*If the file is deleted within Box, it will no longer be shown within SalesHood
*Box files cannot be deleted within SalesHood
To sync your Box content (files) to SalesHood, please follow these steps:
Step 1: Log into SalesHood and navigate to the Library.
Step 2: Navigate to the category where you’d like the files to reside. To learn how to make a category, please click here.
Step 3: Click the “+New” button on the top left (pictured below) then select “Box.”
Step 4: SalesHood will then direct you to the Box login to grant SalesHood access. Please enter your credentials to log in. (pictured below).
Step 5: Click “Authorize” then “Grant access to Box.”
Step 6: Click “+Add” on the top right.
Step 7: Select the files or folders within Box that you would like to sync by clicking “Add.”
Step 8: Tag the files or folder then click “Done.” To learn how to create tags, please click here.