
Simply CRM gives admin users the ability to create announcements that can be broadcasted across all users (Admin and non-admin users). You can view announcements below menu bar section in the top. In real-time scenario, Announcements can be used as message boards where users can share their topics of interest with all other users in Simply CRM.
Getting Started
You’ll need the administration privileges to create announcements. Non-admin users can only view announcements created by administrators.
Follow few simple steps to create an announcement
- Click
gear icon in the top right
- Click CRM Settings
- Click ‘Other Settings’ drop-down in the left
- Click Announcement. You can click on
pin icon next to it to add a shortcut to your settings home page
- Compose your message in text space provided
- Click Save
Announcements in action
After successfully creating an announcement, you can view your it below the menu bar section on the top. The announcement also holds the name of the admin user that posted it. Non-admin users can only view the announcement.
You can disable the announcement by clicking on announcements icon in the top-right.
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