Account Settings

• Adding company details

• Changing password

• Configuring outgoing emails

• Configuring incoming emails

• Organizing menu bar

• Changing date, themes, timezone, etc

• Customizing field labels, tab names & other strings

Automation

• Setting up workflows

• Capturing website visitors as leads

• Configuring mailbox to convert emails to suitable entities

Miscellaneous

• Tagging important records

• Jumping to a selected page in list view of records

• Adding custom lists to dashboard

• Languages supported by Simply CRM

• Disabling and configuring fields in summary view

• Configuring width to view more records

• How do I export comments?

Configuring Fields

• Creating custom fields

• Re-arranging fields

• Editing field properties

• Deleting custom fields

• Customizing picklist fields

Configuring Modules

• Deactivating unwanted modules

• Activating deactivated modules

• Importing custom modules

Organizing Data

• Importing records from existing files

• Creating custom filters

Finding Duplicates

• Finding and managing duplicate records

• Finding and managing duplicate records while importing records