How to manage your emails with Mail Manager in Simply CRM Simply CRM has an integrated email client called Mail Manager that allows you to perform various actions – create Leads,...
How to use picklists Simply CRM allows you to create picklists fields in which the users can only select one of the defined options....
Create and manage users in Simply CRM Simply CRM allows you to create user accounts for all of your employees, which helps you track their tasks and...
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...
