FAQ - Simple Mobile CRM

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

How to use email mode?

How to use CRM mode?

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

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

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

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 create contact?

How to create opportunity?

If you have not purchased a package and want to share notes to CRM, you could share notes manually.

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 use sidebar of Simple Mobile CRM?

How to activate SGN subscription？

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

How to move note to another opportunity?

How to move email note to another opportunity?

How to change the subscription plan?