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,...
How to create products in Simply CRM Generally speaking, products are goods in your inventory and they can be rendered to customers or procured from suppliers, depending...
How to integrate the Google Calendar in Simply CRM To help our clients use Simply CRM to its full extent, we have implemented support for the Google Calendar, which...
