Setting CRM Mode
Click 'Sync' icon
Enter opportunity detail
Set up CRM mode in settings page.
Home page is notes. Click '+' to add notes.
Batch sync email notes on the simple Gmail Notes plugin. Legacy notes from Simple Gmail Notes can be migrated into CRM in one batch
Create opportunity and link to email notes in opportunity tab. The opportunity detail includes related contact, note, to-do and timeline. Automatically synchronize email notes
Click plus icon to add contact, to-do and note to opportunity.
Click transcribed button in opportunity detail screen to view transcriptions.
Click any email in 'Email' tab to start writing a note. Click 'Followed' for emails of followed contacts.
Click the color to change note background color.
The note of the team member is displayed in the timeline. Click the note to enter note detail page, and add a comment. How to collaborate with team members?
Click the filter to start filtering timeline events.