SharePoint Integration

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Feature Description


Automates the process of uploading and managing boat images by connecting SharePoint with the brokerage CRM. Brokers can drag and drop multiple images into a SharePoint folder, triggering automation that creates individual image records in the CRM. This reduces manual data entry, minimises errors, and significantly speeds up the process of preparing boats for marketing and sale, ensuring all images are correctly linked to their respective listings.

🔷 Important

This feature functionality is only available in version 2.0 or later of EliteBrokers.

Feature Screenshots


Business Uses


  • Speed up boat listing preparation by bulk uploading images.

  • Reduce manual errors and administrative workload for brokers.

  • Ensure all marketing images are consistently linked to boat records for web publishing.

System/User Requirements


Requirement

Description

EliteBrokers Premium Licence

This feature requires you to have a EliteBrokers Premium licence assigned.

PowerApps Per App Plan

This feature requires you to have a Microsoft PowerApps Per App Plan assigned.

SharePoint Integration

Ensure that your environment is connected to a SharePoint site in order to utilise this feature.