How to use Simple Mobile CRM
(Website)?
1. The notes of Simple Gmail Notes can be sent to CRM mobile app and website with one click. Just make sure the 'sync' icon of SGN is turned on. Learn More
2. With CRM sidebar of Simple Gmail Notes, you could view CRM information and add comments directly, without opening a CRM window.
3. You can change the background color of individual CRM notes.
4. You can convert a note to a CRM to-do
5. You could write comments for emails of yourself, or your team members.
6. Some users only need to write the notes, and don't need opportunity related features. It could be set up in the pref mode page.