How to manage deals in Simply CRM Simply CRM provides you with the Deals module, which you can use to create and manage your deals, qualify them...
How to manage organizations in Simply CRM In Simply CRM, an organization represents an institution, a company or a group that contains multiple employees. All contacts can...
How to import records If you have already collected your data in .csv or .vcf format, you can now easily import it into Simply...
How to create workflows Simply CRM allows you to streamline your business by automating certain tasks and operations, such as sending emails, creating activities,...
How to create a custom filter Simply CRM allows you to use filters or views to separate records from a group of records and place them...
