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Configuring Simply

  • How to create workflows

    Simply CRM allows you to streamline your business by automating certain tasks and operations, such as sending emails, creating activities,...
  • How to invoke a custom function in a workflow

    Simply CRM allows you to call specific methods on the Simply entity objects by using the Custom Task function. This...
  • How to create a custom filter

    Simply CRM allows you to use filters or views to separate records from a group of records and place them...
  • How to configure picklist dependencies

    Simply CRM allows you to configure picklist dependencies between two picklist fields – the source and target picklist field. This...
  • How to integrate and use MailChimp with Simply CRM

    Simply CRM integrates with MailChimp and allows you to connect two platforms to make sure all data is in sync...
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