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 invoke a custom function in a workflow Simply CRM allows you to call specific methods on the Simply entity objects by using the Custom Task function. This...
How to integrate and use MailChimp with Simply CRM Simply CRM integrates with MailChimp and allows you to connect two platforms to make sure all data is in sync...
How to add or edit fields in a module Simply CRM allows you to personalize your record view by adding or editing fields inside modules. How to personalize your...
How to use color lists in Simply CRM When your company operates a large number of data records, it often becomes hard to navigate through a vast sea...
