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How to View CRM Notes

Simple Gmail Notes

1. Install Simple Gmail Notes


2. Open an email in www.gmail.com


3. The note will display in email list page

4. Click email detail


5. Note will appear in the email too

6. Click orange S icon

7. The note is displaying in the opportunity detail

Mobile App

1. Start CRM mobile app


2. You could view the notes in three places:

 

  a. Opportunity list tab – it would show the latest note for each opportunity

      b. Note list tab – it should the list of notes

      c. History tab – it should the note related actions of you and your team members

Gmail Add-on

Desktop Gmail.com: 
 

1. Install Gmail add-on


1. Open www.gmail.com website


2. Open any email


3. Related note will be displayed in the side bar

Gmail Mobile App:

 

1. Install Gmail add-on


2. Open any email


3. Related note will be displayed in the text input

Desktop Browser

1. Go to https://mobilecrm.io

2. Click ‘Member Login’ in the menu

3. Alternatively, Click the ‘Sign up / Login’ button

4. Login with your Gmail account

Hint

The notes for all platforms are linked up, you could always write a note in one platform, and read it from another platform.