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...
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...
