Fileboard

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63 articles in this collection
Written by Ashley Finn and Hasan Azhar

Creating Salesforce Views for Fileboard

Learn how to build a new view in Salesforce and import into Fileboard
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Written by Ashley Finn
Updated over a week ago

Troubleshoot: Why do I get an email notification when I open my own Fileboard emails?

Are you receiving notifications even when you open your own messages to your prospects?
Written by Hasan Azhar
Updated over a week ago

How to use the Fileboard Gmail Plugin

Read this for a walkthrough of every feature in the Gmail Plugin
Written by Hasan Azhar
Updated over a week ago

Installing the Gmail Plugin

Learn how to get started with the Fileboard Gmail Plugin
Written by Hasan Azhar
Updated over a week ago

Schedule meetings from Outlook

Schedule meetings or invite prospects to a meeting from your Outlook inbox!
Written by Hasan Azhar
Updated over a week ago

Send Emails with the Fileboard Outlook Plugin

Learn how to track emails and include Fileboard sales content in your Outlook emails.
Written by Hasan Azhar
Updated over a week ago

Email Open Notifications from Outlook

Get notified when someone opens your email when using the Fileboard Outlook Plugin
Written by Hasan Azhar
Updated over a week ago

Selecting Files and Uploading Files in Outlook

Upload files and/or attach them directly to your Outlook Email with the Fileboard plugin
Written by Hasan Azhar
Updated over a week ago

Log Emails in Salesforce.com from Outlook

Log every sent email from Outlook in Salesforce using the Fileboard plugin
Written by Hasan Azhar
Updated over a week ago

Loading and Saving Templates in Outlook

How to access your Fileboard templates and create new ones with Microsoft Outlook
Written by Hasan Azhar
Updated over a week ago