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,...
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 manage your emails with Mail Manager in Simply CRM Simply CRM has an integrated email client called Mail Manager that allows you to perform various actions – create Leads,...
How to use picklists Simply CRM allows you to create picklists fields in which the users can only select one of the defined options....
