How to Start Simple Mobile CRM?
2. Open any email in Gmail, click ‘login’ to log into Simple Gmail Notes；
Then click ‘Sync’ icon.
3. Sign in Simple Mobile CRM
Gmail Add-on on Desktop Browser:
1. Open https://www.gmail.com, open any email.
2. Click the add-on sidebar, search ‘Simple Mobile CRM’ from G Suite marketplace, and click ‘Install’.
Alternatively, you may directly install from G Suite Marketplace:
3. Click the CRM icon (with orange S), and sign into CRM.
Gmail Add-on on Gmail App:
1. Install Gmail Add-on from desktop browser first (see above)
2. open the official Gmail mobile app in mobile device
3. click into any email
4. click the CRM icon at the bottom of email
2. Click 'Continue with google' button
3. Here you could view the notes of yours and team members, and write new comments.
The notes for all platforms are linked up, you could always write a note in one platform, and read it from another platform.