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...
How to set up recurring events in Simply CRM Thanks to its powerful calendar feature, Simply CRM allows you to set up recurring events and automate their execution in...
Sharing rules in Simply CRM Sharing rules specify what data can be accessed by all users in a role hierarchy. In Simply CRM, the default...
How to integrate Dinero with Simply CRM Simply CRM integrates with Dinero to allow small business managers and owners to easily track and manage their business operations,...
