FAQ - Simple Mobile CRM

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How to start Simple Mobile CRM? (App / SGN / Add-on / Browser)

How to use sidebar of Simple Mobile CRM?

Different Modes

How to use email mode?

How to use CRM mode?

How to use note mode?

What are the differences between various pref modes (CRM, Note and Email)?

Notes

How to add SGN / CRM notes to emails? (App / SGN / Add-on)

How to view SGN / CRM notes? (App / SGN / Add-on / Browser)

How to automatically import CRM related incoming emails? (App / SGN)

I got a bunch of legacy notes from Simple Gmail Notes, how to migrate them into CRM in one batch? (App)

How to move email note to another opportunity?

Show project and todo picker when SGN 'share' button is clicked.

Auto Send Notes to CRM share notes manually.

Teamwork

How to set up a team in CRM? (App / SGN)

How to collaborate with team members? (App / SGN)

How to manage team members?

How to share single email to team members?

To-dos / Calls / Contacts / Opportunities

What is a transcribed call? And how does it work? (App)

How to set up to-do in CRM? (App / SGN)

How to create opportunity?

How to create contact?

How to delete an opportunity / to-do / note in mobile CRM app? (App)

Others

Many CRM apps require tons of permissions, if not all. How about Simple Mobile CRM?

I am a user of Simple Gmail Notes, and I want to know more about the integration between SGN and CRM.

How to install the extension in Microsoft Edge?

How to logout CRM (and hide CRM from SGN)?

How to activate SGN subscription？

How to change the subscription plan?