We help organize your team's resources
Group, update, and easily share important resources with your team.
- Useage Examples
- Share API resources such as Quicbooks, Hubspot or Salesforce
- Export and Import API data to each other, Excel or Text files
- Share Contact lists securely
- Syncronise Contact data between API resources
- Create a customer or employee contact directory and share it
- Streamline your employee or vendor training by sharing training resources, video and more
- Assign associates to desks so they can accomplish tasks more quickly
- How to Use Desks
- Step 1: Create a group or office.
- Step 2: Add desks.
- Step 3: Share those desks if you wish.
- Step 4: Add folders, API accesses, calendars, files and more.
- Send Memos to those desks for important tasks.
- "Pin" commonly used items for easy access.
- Create Sessions to easily find commonly used items.
- Folder Types
- File Uploads
- Links / Links Directory.
- Contacts.
- Calendar.
- Quickbooks Integration.
- Hubspot Integration.
- Database Access.
- How to Use Sessions
- Sessions are automatically created for you every day.
- Alternatively you can create your own custom sessions.
- Add important folders to your sessions, even if they are from separate desks or groups.