How to View Simple Gmail Notes on Mobile
1. Sync Simple Gmail Notes to Simple Mobile CRM App (Paid vs. Free)
For Paid Users: Fully Automated Sync
1. Navigate to your CRM settings and enable the SGN token.
2. Once enabled, every time the CRM mobile app is opened, your SGN notes will be automatically imported.
For Free Users: Automatically Send New Notes
1. When the 'Automatically send notes to CRM' option is enabled on the CRM settings page (enabled by default), new SGN notes will automatically sync to the mobile app, as long as the CRM on SGN is signed in.
2. To view legacy SGN notes on your mobile device, one could manually trigger the import function located within the CRM app (free users have limit of days back). [Learn More]
2. Writing Notes on Mobile
To write a new note directly from a mobile phone, navigate to the email tab inside the CRM mobile app, then click into the note detail screen.
3. Disconnecting (Optional)
If you want to disconnect Simple Gmail Notes and Simple Mobile CRM, simply log out of CRM from the CRM settings page. [Learn More]