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...
