Microsoft SharePoint is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions.
SharePoint integration with Tamarac CRM enables you to:
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Create, upload, view, and delete documents to SharePoint from within Tamarac CRM.
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Use the SharePoint document management abilities within Tamarac CRM, such as checking the document in and out, viewing version history, and changing document properties
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Create folders in SharePoint based on your Tamarac CRM Accounts.
For more information about enabling the SharePoint integration, see Enable SharePoint Integration.
For more information about using the SharePoint integration to create folders based on Tamarac CRM accounts, see Create SharePoint Locations from Accounts.