I have thousands of records in my Simply CRM account. I’m searching for one particular record and I know where exactly it’s located. Going through each page might consume a lot of time; I would rather simply jump to desired page Follow few simple steps to jump to specific page in large lists Click desired […]

If you have a filter(custom list) that holds a lot of significance, you can bring it on to view on your home page. Follow few simple steps to view desired filter(custom list) on your home page Click on Home icon on menu bar Click on Add Widget button in the top right Select Mini List […]

Workflows will streamline your business by automating operations like sending emails, creating activities, updating fields, etc. As tasks are performed automatically, you need not have to execute them manually. Follow few simple steps to setup a workflow Click gear icon icon in the top right Click CRM Settings Click ‘Other Settings’ drop-down in the left […]

You send and receive thousands of emails every day. You interact with your leads, clients, peers, etc., and emails are all piled up. Mail Converter enables you to configure your mailbox to scan your emails and create appropriate entities in Simply CRM. You’ll also need to define rules to specify what actions should be performed […]

With the help of Menu Editor, you can have most frequently accessed Simply CRM modules on your menu bar. This will ensure easy navigation, and switching between different modules is easy. Also, you can shuffle their positions according to your requirements. However, the list of all available modules in Simply CRM are displayed under All […]

User Login and Role Calendar Settings Currency and Field Configuration Additional Information User Address User Photograph FAQ What languages does Simply CRM support? How do I disable summary view? How do I configure width to view more records? My Preferences will help you to configure your personal information. Few simple steps to update personal information […]

This tutorial is designed to explain how password of your Simply CRM account can be changed. Here’s how to change your password Click your user name in the top right corner Click My Preferences Click Change Password button Fill in the details in the popup, and click Save Users with admin privileges can reset the […]

This feature helps you to configure Outgoing Server with SMTP (Simple Mail Transfer Protocol) settings of your email server to manage sending out emails from simply CRM. Follow few simple steps to configure your Outgoing Server Click gear icon in the top right Click CRM Settings Click ‘Other Settings’ drop-down in the left Click Outgoing […]

You can personalize the application by uploading your Company logo and details to your simply CRM service; as a result, company logo appears on your home page.Also, your company logo and address can be used in email templates and Inventory tools such as Quotes and Invoice, when exported to PDF files. Steps to update your […]

An opportunity represents a potential sale. Customers who are very likely to purchase your product can be termed as Opportunities. They hold a lots of importance as they present complete information of sales process from beginning to the end. The journey of sales process may begin at different stages Creating an Opportunity for a Lead […]