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...
