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  • How to set a workflow action to create tasks or events

    Simply CRM allows you to set a workflow action to create tasks or events and assign them to your team...
  • 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 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...
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