How to use the Mail Converter module in Simply CRM We understand that modern businesses heavily rely on email as their main communication channel. It’s not uncommon for us to...
How to use campaigns in Simply CRM Simply CRM provides you with the Campaigns module that allows you to plan and monitor your marketing campaigns. This lets...
How to import records If you have already collected your data in .csv or .vcf format, you can now easily import it into 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 create a custom filter Simply CRM allows you to use filters or views to separate records from a group of records and place them...