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