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I got a bunch of legacy notes from Simple Gmail Notes,
how to migrate them into CRM in one batch?

 

(This feature is for paid members only)

 

1. Open Mobile CRM App

 

2. Click ‘+’ sign

 

3. Click ‘Import from Simple Gmail Notes

4. Select number of days

5. Check the total number of notes, click ‘Confirm to go’

6. When it’s completed, click ‘Done’, the newly imported notes will be displayed at the top of the opportunity list page.

Here is a video for demonstration: