Your address will show here +12 34 56 78
How to collaborate with team members?

You could switch user in the mobile CRM app, view their notes, contacts, to-dos and comments, given the team member turned on the share permissions.

1. The note of the team member is displayed in the timeline

2. You could view the email note, and add a comment to the email note. All other team members can also see your comments, and put down further comments.

3. After the comment is done, the note will have the comment icon high-lighted.

4. You could also add and view comments in Simple Gmail Notes

Here is a video demo: