FAQ - Simple Mobile CRM

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Frequently Asked Questions

Here, we have collected common questions about our products and services. We hope you can find the answers you're looking for.

Project Management

Basics

How to install Simple Mobile CRM?

CRM App / CRM Website / CRM Add-on / SGN

How to use Simple Mobile CRM mobile app?

How to use Simple Mobile CRM desktop site?

How to use Gmail addon for Simple Mobile CRM (view notes in mobile Gmail App)?

How to view the notes of Mobile CRM in different platforms?

CRM App / CRM Website / CRM Add-on / SGN

How to logout CRM?

CRM Website / SGN

How to set up follow contacts for projects?

Simple Gmail Notes x Simple Mobile CRM

How to use Simple Gmail Notes with Simple Mobile CRM?

How to use CRM prompt beneath SGN text area

How to view SGN notes in official Gmail App (via Simple Mobile CRM Gmail Addon)

CRM Add-on X Gmail App

How to automatically add labels to the Gmails with SGN/CRM notes?

CRM Add-on X Gmail App

How to use CRM sidebar in SGN?

Pref Modes

What are the differences between various pref modes: CRM mode, note mode and email Mode?

CRM App / CRM Website

How to use email mode?

CRM App / CRM Website

How to use CRM mode?

CRM App / CRM Website

How to use note mode?

CRM App / CRM Website

Notes

How to add notes to emails?

CRM App / CRM website

Automatically poll new notes from SGN, when mobile app is logged in

How to automatically add new emails into CRM?

I got a lot of legacy notes in Simple Gmail Notes, how to import them into CRM?

How to move emails and notes to another opportunity?

CRM App / CRM Website

How to use CRM share page?

How to always show CRM share page?

How to automatically send a copy of SGN notes to CRM?

How to make the CRM login prompt in SGN disappaer？

Teamwork

How to set up a team in CRM?

CRM App / CRM Website

How to work with a delegated Gmail account?

How to collaborate with team members?

CRM App / CRM Website / SGN

How to use 'mentioned' in notes and comments?

CRM App / CRM Website / SGN

How to share files to your team members?

CRM App / CRM Website

How to manage team members?

CRM App / CRM Website

How to share single email to team members?

CRM Website / SGN

Project Management

How to use the default project?

How the emails are linked to projects？

CRM APP /CRM Website / CRM Add-on

How to input project names during note sharing?

What is a transcribed call? And how does it work?

How to set up to-do in CRM?

CRM App / CRM Website / SGN

How to create opportunity?

CRM App / CRM Website

How to create contact?

CRM App / CRM Website

How to delete an opportunity / to-do / note in mobile CRM app?

How to link one contact to multiple projects?

Others

How to integrate CRM with other tools using Zapier？

How to integrate Simple Mobile CRM

with Google Spreadsheet in Zapier?

Many CRM apps require tons of permissions, if not all. How about Simple Mobile CRM?

CRM App / CRM Website

How to activate a SGN subscription？

How to change a CRM subscription?

CRM App / CRM Website