How to manage contacts in Simply CRM Contacts in Simply CRM can represent a wide variety of people: they can be sales leads, qualified customers or unqualified...
How to manage projects in Simply CRM A project represents a highly organized work assignment that contains specific goals, budgets, progress parameters, etc. In Simply CRM, projects...
How to create vendors in Simply CRM A person, company or organization that supplies you with services or products is considered to be a vendor. Manufacturers and...
How to create services in Simply CRM Services typically represent all types of assistance that you provide to your customers. They can be free or paid and...
How to create sales orders in Simply CRM Sales Orders help your team monitor all the products that need to be produced, shipped or warranties given in accordance...