How to create service contracts in Simply CRM A service contract represents an agreement under which you are required to provide service for a purchased product over a...
How to create invoices in Simply CRM Simply CRM supports invoices, allowing you to bill customers for your services and products. An invoice represents a bill statement...
How to manage contacts in Simply CRM Contacts in Simply CRM can represent a wide variety of people: they can be sales leads, qualified customers or unqualified...
How to manage projects in Simply CRM A project represents a highly organized work assignment that contains specific goals, budgets, progress parameters, etc. In Simply CRM, projects...
How to create vendors in Simply CRM A person, company or organization that supplies you with services or products is considered to be a vendor. Manufacturers and...
