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Configuring Simply

  • 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...
  • User profiles in Simply CRM

    Simply CRM allows you to utilize user profiles to control actions and restrict people from certain modules, fields and tools....
  • 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,...
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