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How to Add CRM Notes to Emails?

Simple Gmail Notes

Mobile App

Gmail Addon

Simple Gmail Notes

1. Login Simple Gmail Notes and Simple Mobile CRM


2. Open an email in www.gmail.com


3. Click the ‘share’ icon in SGN toolbar.

4. CRM Mode: Select an opportunity or Create an opportunity, Then click the ‘share’ button.

5. Enter opportunity detail.

Hint: if ‘Auto sync future notes’ option is enabled, newly added SGN notes will be pushed to CRM automatically, i.e. user does not need to click the share button again.
Mobile App

1. Install Simple Mobile CRM


2. Open CRM  app


3. Login using CRM Google account


4. Click the ’email’ tab


5. Click ’email’ tab and any email row to add the notes

6. (optional) You could set up ‘Auto import new emails’ in preferences for auto pulling of incoming CRM related emails. The setting is only effective when the mobile app is logged in.

Gmail Add-on

Gmail Add-on on Desktop Browser:
 

1. Install Gmail add-on


2. Open an email in Gmail


3. Write note in the text input


4. Click ‘submit’ button after input is done

Gmail Add-on on Gmail App:

 


1. Install Gmail add-on


2. Open an email in Gmail app


3. Write note in the text input


4. Click ‘submit’ button after input is done

Hint:

The notes for all platforms are linked up, you could always write a note in one platform, and read it from another platform.