The connection between projects, contacts, and notes
Note & Opportunity:
Sync to Simple Mobile CRM.
Create an opportunity for email note or select an opportunity.
The note will be synced to this opportunity.
opportunity & Contact:
Email related contacts are followed when synchronizing the note.
The followed contact will be associated with this opportunity.
You can also click the sidebar to follow contact in the note detail.
Turn on the button.
All notes of the followed contact will be auto sync to this opportunity.
Note & Contact:
The note related to the contact will be show on the details page of the contact.