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 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...
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 anonymize your data in Simply CRM Simply CRM allows you to anonymize your contacts, leads and organizations data to provide your clients with an additional layer...
How to create and manage leads in Simply CRM In Simply CRM, a lead is an unqualified prospect – a potential customer that can be turned into a regular...
