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Basic functionality

  • 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...
  • 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

    When you invite your team to join Simply CRM, you can start assigning them different roles and privileges to recreate...
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