Simple Mobile CRM Team Introduction
Firstly, click on the 'sync to CRM' icon and sign in to Simple Mobile CRM.
2. However, a team is required for more in-depth teamwork, such as viewing the full HTML email content or adding comments to the notes.
3. To create a team, go to this page to invite team members. The first person who initiates the team invitation will automatically become the team owner.
* The team owner must enable note permissions in 'Team Configuration'..
4. The member will receive an email, click the link in the email, and complete the team setup.
1. In any note textarea of Simple Gmail Notes or Simple Mobile CRM, you can always mention anyone in the same domain, and your team member will receive the email.
5. Now, team members can click the ‘view more’ or ‘reply’ button in the email for various team interactions.
6. You can see more details in the team-related sidebar of the CRM desktop.
When the team owner subscribes to the "Professional" plan
1. All free users in their team can view notes written by all members within the Gmail list.
2. All team members can enable the "Allow Access by Delegated Gmail Account" setting to enable team collaboration via delegated accounts.
3. All your team members can automatically bulk-sync previously written notes.