Contents
Historical data transfer during Lead Conversion and Project Creation
Customer Portal Enhancement
The Customer Portal has been enhanced allowing you to provide a better service to your customers.
Xero Integration for managing Products, Invoices and Quotes
Simply CRM integration with Xero makes it easy to sync your Organization and its related Contacts, Products, Services, and Invoices between your existing Xero and Simply CRM accounts.
Historical data transfer during Lead Conversion and Project Creation
When a Lead is converted to a Contact or an Organization, the related records of the lead is also transferred. Similarly, when a Project is created from an Opportunity, the related records will be copied to that Project record.
