How to work with a delegated Gmail account?
In this page, we assume a scenario of one supervisor and two assistants.
Supervisor has provided delegated Gmail access to both assistant 1 and assistant 2 .
Step 1: Supervisor invites assistant 1 and assistant 2 to Simple Mobile CRM, and collaborate as a team.
Step 2: All team members enabled note sharing in the CRM settings page.
Assistant 1 Workspace
Assistant1 can view the notes written by supervisor and assistant 2 of the same email in the CRM sidebar.
By clicking the title of 'Simple Mobile CRM', all details of email notes can be seen.
Assistant 2 Workspace
Similarly, Assistant 2 have access of the notes of assistant 1 and supervisor account.
Supervisor Workspace
Supervisor also have the full access of all notes of the same email, and he can put down the comments.
The supervisor and assistant can view each other's notes in the Gmail list.
If both the supervisor and the assistant write notes on the same email, the Gmail list will show the most recently written notes.
Notes written by the other party are outlined in blue, while one's own notes are outlined in orange.
Video：How to work with a delegated Gmail account for Simple Mobile CRM?
