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Configuring Simply

  • 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...
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