How to set a workflow action to create tasks or events Simply CRM allows you to set a workflow action to create tasks or events and assign them to your team...
User roles in Simply CRM Simply CRM allows you to replicate your organization hierarchy by assigning different roles to users. How to create user roles...
User profiles in Simply CRM Simply CRM allows you to utilize user profiles to control actions and restrict people from certain modules, fields and tools....
How to find and merge duplicate records in a module When you import records in Simply CRM, it’s important to check for duplicate records and remove the unnecessary duplicates. However,...
How to configure user calendar settings Simply CRM allows you to configure your calendar and customize it in accordance with your needs. This means you can...
