Salesforce: Two-way Sync
Editor: 2.0
Difficulty Rating: ◉◉◉◎◎
Watch Time: 25 min
Two-way sync empowers you to automatically store documents and synchronize status updates to speed up the sales cycle without anyone having to lift a finger. This video will review:
- The functionality of 2-way sync
- Configuring the opportunity status
- Saving a PDF version of PandaDoc to “Attachments”
- Link to CRM feature functionality