Google Sheets

📊 Google Sheets – Features & Actions

✅ What You Can Do:

• 🔄 Sync Google Sheets Click the Sync button after creating or receiving new spreadsheets in your Google Drive. This ensures your CRM list is always up to date.

• 👁️ View & Edit Spreadsheets

  • Open spreadsheets in an iframe using the eye icon.

  • Editing is allowed if you have editor access.

  • Updates are saved in real time to your Google Sheet.

⚠️ Access-Aware Icons

• If the file has public access, then the eye icon is shown with a purple outline otherwise, the icon is shown with a white outline.

• Only files with viewer or editor access can be opened.

• 🗑️ Delete Files Remove a spreadsheet from both Google Drive and the CRM database using the trash icon.