Blog, Simple Gmail Notes, Simple Mobile CRM

Simple Mobile CRM – Quick Tips

 
Here are 3 simple tips to get onboard with Simple Mobile CRM
 

 

1. Click action button => Add notes to Gmail => Import Email => Start writing notes

 

2. Add notes in CRM => Login CRM in Simple Gmail Notes => View notes (Update is bidirectional)

 

3. Add comments in CRM => View comments in Simple Gmail Notes

 

Here is a quick demo video: