Guide: My Share Folder Welcome to the user guide for the My Share Folder in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. My Share Folder Manage all the filesor folders that others share with you. Staff portal Customer portal

Guide: Related Welcome to the user guide for the Related in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Related Step 1. Go to Spreadsheet Onlinemodule from the left sidebar -> Select the file/folder to related.Orright-clickat the file/folder that you want to sh...

Guide: Share File & Folder Welcome to the user guide for the Share File & Folder in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Share File & Folder View permission:  can only view and download files View + Edit permission:  Download, view detail and edit file ...

Guide: Expand All / Collapse All Welcome to the user guide for the Expand All / Collapse All in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Expand All / Collapse All At start, only root item is expanded, and all other items are collapsed. You can expand all items ...

Guide: Download File Welcome to the user guide for the Download File in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Download File Download a File Go to Spreadsheet Onlinemodule from the left sidebar ->right-clickon the file that you want to dowwnload and click ...

Guide: Delete File & Folder Welcome to the user guide for the Delete File & Folder in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Delete File & Folder Delete a File Step 1. Go to Spreadsheet Onlinemodule from the left sidebar ->right-clickat the file that y...

Guide: Edit File & Folder Welcome to the user guide for the Edit File & Folder in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Edit File & Folder Edita File Step 1. Go to Spreadsheet Onlinemodule from the left sidebar ->right-clickat the file that you want t...

Guide: Create New File Welcome to the user guide for the Create New File in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Create New File Step 1. Go to Spreadsheet Onlinemodule from the left sidebar. Select the location to create the file and click on the New Filebu...

Guide: Add Folder Welcome to the user guide for the Add Folder in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Add Folder Step 1. Go to Spreadsheet Onlinemodule from the left sidebar. Select the location to create the folder and click on the Add Folderbutton.Orrigh...

Guide: Notification Settings Welcome to the user guide for the Notification Settings in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Notification Settings Used to set up notifications for employees and customers when sharing files or folders with them. Step 1.Go to...