How to work with a delegated Gmail account?
In the example of this page, we are assuming a situation where there is one supervisor and two assistants.
We also assume the supervisor provides delegated Gmail account access to both assistant 1 and assistant 2 .
*In order to use the feature of delegated Gmail access, all assistants need to pay for a CRM subscription and enable the option of ' Support delegated Gmail account for CRM.' in CRM settings page.
Alternatively, if the team owner has professional subscription, then all assistants are also eligible to check this option (even if they are free users).
*The supervisor needs to enable the option of 'CRM Autosync' and 'Allow team members to access my SGN' in CRM settings page.
Initial Workflow
Step 1: Supervisor invites assistant 1 and assistant 2 to join Simple Mobile CRM. Consequently, all three of them become part of the same team..
Step 2: All team members enabled note sharing in the CRM settings page.
Assistant 1 Workflow
Step 1:
Assistant 1 gets into the supervisor's Gmail webpage using delegated Gmail access.
Assistant 1 then logs into Simple Gmail Notes using his/her own Gmail account.
Assistant 1 then logs into the CRM using his/her Gmail account.
Assistant1 can move the mouse over an note abstract in the Gmail list to see all the related notes and the corresponding comments.
Assistant1 can view the notes of team members by clicking 'View more in CRM'.
Assistant 1 can also view the notes of team members in the SGN sidebar, as soon as the option is set up in Simple Gmail Notes.
Assistant 2 Workflow
Similarly, assistant 2 can also see the notes of assistant 1 and supervisor account, as far as the same steps are finished.
Supervisor Workflow
Supervisor has the full access of all notes of the same email, and he can also put down the comments to each note.
Additional Information
The supervisor and assistant can view the notes of each other in the Gmail list page.
If there are multiple notes on the same email, the Gmail list abstracts will show all the notes.
The notes written by assistants are outlined in blue, while notes written by the supervisor are outlined in orange.
The bold outline indicates there has been new activity within the last 24 hours.
When the team owner is upgraded to Professional, all members of your team can enable the ‘Allow access by delegated Gmail account’ setting to facilitate delegated account collaboration.
Video：How to work with a delegated Gmail account for Simple Mobile CRM?
