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Simple Gmail Notes
& Simple Mobile CRM

 

To link up SGN and CRM on desktop computer, click the 'share'
button on the SGN toolbar.

 

To save the effort of clicking 'share' button every time, check 'auto sync' option.

 

Write notes on the emails in CRM, they would be synced back to
SGN on desktop computer (one link up required). Enable 'auto import'
in CRM settings for writing notes on new emails.

 

Now, all the legacy notes in SGN could be imported into CRM in one batch.