How to create services in Simply CRM Services typically represent all types of assistance that you provide to your customers. They can be free or paid and...
How to create sales orders in Simply CRM Sales Orders help your team monitor all the products that need to be produced, shipped or warranties given in accordance...
How to manage deals in Simply CRM Simply CRM provides you with the Deals module, which you can use to create and manage your deals, qualify them...
How to manage organizations in Simply CRM In Simply CRM, an organization represents an institution, a company or a group that contains multiple employees. All contacts can...
How to import records If you have already collected your data in .csv or .vcf format, you can now easily import it into Simply...