Fileboard

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

Installing the Outlook Plugin

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

Creating Salesforce Views for Fileboard

Learn how to build a new view in Salesforce and import into Fileboard
A
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