Description

5Degrees is a mobile and Web-based customer relationship manager that helps you:
• Manage your business contacts
• Schedule follow-up reminders with one click
• Get social insights and track opportunities quickly

5Degrees Mobile Relationship Manager is great for:
• Networking for business
• Small Business CRM
• Reminder system for customer tasks and to-dos
• Tracking conversations with clients

Box integration with 5Degrees enables you to attach Box files to emails you send from 5Degrees. Finally, a way to send attachments via your iPhone!

To link your Box account into 5Degrees, you will first need to:

• Create a 5Degrees account by downloading the app from the App Store and registering for an account (find the link to the App Store at http://5Degrees.us)
• Once you've created an account, you will need to link your Box account
• Go into the Settings > Connections > Connect to connect your Box account

To send a Box link within an email, you'll just need to select the Email icon from a contact's Info page and then click the + or Paperclip symbol on the subject line and you'll be connected to your Box account. Choose the file you want to include drop it into the email.

It's that simple!

Thanks for checking out 5Degrees!


Screenshots