2. Open an email in www.gmail.com
3. The note will display in email list page
4. Click email detail
5. Note will appear in the email too
6. Click “Sync” icon
7. The note is displaying in the opportunity detail
1. Install Simple Mobile CRM app
2. Click the “+” sign in Note tab, and import Gmail notes from the computer to Simple Mobile CRM.
You could view the notes in three places:
a. Opportunity list tab – it would show the latest note for each opportunity
b. Note list tab – it should the list of notes
c. History tab – it should the note related actions of you and your team members
2. Open www.gmail.com website
3. Open any email
4. Related note will be displayed in the sidebar
1. Go to https://www.simplemobilecrm.com
2. Click ‘Member Login’ in the menu
3. Alternatively, Click the ‘Sign up / Login’ button
4. Login with your Gmail account
The notes for all platforms are linked up, you could always write a note in one platform, and read it from another platform.