Sync Box files / folders into SalesHood

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.

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