How to Use Simple Gmail Notes?
(free users)
Sync to Mobile Devices
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You got a bunch of legacy notes from Simple Gmail Notes, you could import them into the CRM app.
How to view notes in official Gmail app (iOS and Android)?
if you are a paid user, you can directly view the SGN notes by enabling auto import of notes
If you are a free user, you need to send notes from Simple Gmail Notes to CRM
How to assign project tags to notes？
In CRM prompt, you can see where it's been assigned by default. Clicking 'Change'
allows you to reassign the note to another project or create a new project for it.
Attachments allow you to include additional context and details, such as images, documents,
PDF files, Excel sheets, or multimedia, which can provide a more
comprehensive understanding of the topic.
Team members could easily share notes and comments with each other.
After the team member accepted an invitation, the user must
set up the permissions to share the corresponding items.
To learn more
please visit our FAQ Page