- The top section shows information related to the current email:
- email contacts (clickable for contact details)
- comments to the current email, if any
- you could also add comment to the current email
- Click 'More' to enter the email note detail. (If the email has't note, click 'More' to enter opportunity detail of relevant contact. )
- Click 'team members' icon to share note for team members.
- Here shows each contact and correponding opportunity.
- Click contact to enter contact detail.
- Click opportunity of relevant contact to enter the opportunity detail.
- If a contact is set to 'followed', future emails with this contact will be autolinked to the same opportunity
- Add Comment to the current email
- The second sections show other notes under the same opportunity. Click the header to get into opportunity detail.
- Here is the email info for the corresponding note.
- Click the note or pencil icon to get into email note detail.
- Click 'Team members' icon to share the email note for team members.
- Click email subject line to the open the Gmail page of the email.
- The last sections show notes from team members.
- Click Team member's name to view other notes of the team member
- Click the note to get into the note detail page.
- The latest three comments are shown here. Click comment icon or 'Add comment' to view all comments.
- Use special character of '@' to link to the note to the team member. Team names in the note will be clickable.
- To hide the team section of sidebar, just check the option in the preferences of the CRM.
- Click the logout in the preferences menu to logout.
